Manage tasks and schedules

Post and share key dates, milestones, and dependencies on an interactive calendar.

Key Features

  • Build out and share your schedule
  • Create repeatable workflows with assignments
  • Automatically send out reminders
  • Add schedule duration, deadlines, dependencies
  • Visualize with Gantt chart view
  • Export information as needed

Key Benefits

  • See what workflows are going on right now – and their status
  • Automatically send out reminders
  • Prepare and plan project coordination
  • Share key dates in a centralized location
  • Manage projects with easy-to-use features

Modules Used

  • Schedule
  • Workflow
  • Dashboard
ADDITIONAL TASK VIDEOS

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Quick Guide to MANAGE TASKS AND SCHEDULES
  1. Navigate to Schedule Module
    • Record and share important dates to your team
    • Set up reminders, such as a weekly status report reminder email
    • Gantt chart view of project schedule
    – Set duration
    – Set dependencies
    – Track completion
  2. Navigate to Workflow
    • Create workflow templates for reoccurring jobs
    • Set who’s responsible for what and when
    • Project managers can see if projects are ahead / behind schedule
    • Individuals get automatic reminders when their tasks are due
  3. Navigate to Dashboard
    • Dashboard is an “at a glance” tool
    • My Task Widget shows the user their current tasks that are due or coming up