ACTIVITIES - BASICS
- Complete task list for the entire firm (and beyond: multiple firm / division / unit task-lists)
- Task-list for the entire firm, secured with access rights and proprietary rules
- Independent (standalone) Task hierarchies, editing hierarchies with drag-and-drop
- Multiple firm task hierarchies spanning multiple firms, divisions, units
- Sharing tasks amongst multiple entities / firms
- Group, list, filter activities list
ACTIVITIES - TASK ASSIGNMENT, VISIBILITY
- Fast assignment of tasks to different responsible persons or roles
- Hiding / showing / maintaining tasks depending on project / workplace / process roles
- Handling of own as well as subordinates’ tasklists, based not only on organisational hierarchy, but project / workplace / process hierarchy
ACTIVITIES - PRIORITIES, DEPENDENCIES
- Fast prioritisation / scheduling of tasks
- Hierarchy-independent task dependencies (predecessors, successsors)
ACTIVITIES - STATUS TRACKING
- Task status management, status tracking, progress tracking
- Task status tracking: pre-set and customisable task statuses and status transitions
- Color coding of tasks, according to their status
- Track Task Progress (%) tracking, in line with task status
- Automatic update of parent task status and % based on child task status and %
- Task Event Log (with automated Status Reporting)
ACTIVITIES - EVENTS
- Handling of events as part of tasklist
- Meetings
- Calls: incoming, outgoing
- Questions, open issues
- Ideas
- Incoming and outgoing e-mails
- Time reporting against event entries
- Show / create events in calendar
- See events together with tasks and processes
- Task difficulties
ACTIVITIES AND E-MAIL
- Management of e-mail boxes as part of the activities screen
- Convert incoming e-mails into tasks with a single click
- Convert incoming e-mail attachments into version-controlled documents with a single click – no need to download documents then upload them again manually
- Send activity-related documents as an e-mail with a single click – again, no need for manual download and upload
- Assign e-mail addresses to activities, processes; kick off processes with incoming e-mails (e.g. sales@yourfirm.com, support@yourfirm.com)
CALENDAR AND SYNCHRONIZATION
- Show all events and tasks in one single calendar
- Enter events, tasks, processes in calendar view, as well
- Sync your entries with Google Calendar, automatically (Google applications or gmail account needed)
- Sync your entries with smartphones through your Google Calendar
ACTIVITIES - DOCUMENTS
- Task / event documents
- Assignment of documents to tasks / events: any type or number of
- Export task-list, reports, status reports
- Export task list or a given view of it into an external file (Excel etc.)
- Task list reports: least, most tasks assigned per resource, bottlenecks, task status, late tasks
- Automated status report preparation relating to Projects and Processes, for a given time period
ACTIVITIES - INTELLIGENT FEATURES
- Multiple task dates, original, actual and fact date
- Short (takes minutes or hours) and long (takes days or weeks, months) task handling, too
- Temporary deadlines handling
- Deadline types (e.g. For legal or engineering work)
- Out of scope / extraordinary tasks (with separate handling in Status Reports)
- Milestone tasks
- User Customisable Task Types
- Task Dependencies: Status and Start / Finish Time
- Task uncertainty (%)
- Further resource allocation to tasks, besides responsible / assigned resource; % based resource allocation
- Requirements can be classified and assigned to a Project and Process and, besides, to Task. Creation of checklists based on requirement-list
- Risk log
ACTIVITIES - TIME REPORTING
- Time reporting, time usage
- Task-related time reporting (worktime, reported time – with full integration with calendar)
ACTIVITIES - SERVICE LEVEL MANAGEMENT (SLA)
- Service level agreement management
- Task-related SLA fully integrated, intelligent handling: determining expected start and finish times based on urgency, client, type of task
- Measurement of SLA performance
- Preparation of automated SLA reports
ACTIVITIES - EFFICIENCY, BOTTLENECKS
- Bottleneck and efficiency analysis for the entire firm, all processes, projects
TASK AND EVENT MANAGEMENT
Eventually you can really manage
Personal, group and multi-firm task management. Handling of complete tasklists. Prioritising tasks, scheduling tasks.
Task hierarchies and groups. Task handover-takeover and assignment and re-assignment.
All these in line with group calendars, documents, project plans and more, much more.
Plenty of smart solutions that enable you to eventually manage – in practice.