Create and assign custom tasks. Custom tasks can be anything. Create an assignment, give it a due date and assign it to someone. Add in notes, descriptions, and attachments for a more detailed task. Associate a custom task with a project or request.
Sort tasks in many ways to find and view a specific task or group of tasks. See everyone’s tasks or only those assigned to you. Mark a task as important to give it higher priority.
Keep everyone focused. After creating a task, users will receive an initial email notification. If tasks remain at the end of the day, a morning reminder email will give a gentle nudge.
Start a project by uploading files, adding text, a URL link or by pointing our screen capture tool to a URL. Assign tasks to complete the project. Send a completed project through an approval process for final polishing.
Get marketing projects approved. Select approvers and the criteria for approval. Assign due dates for each step. Keep an archive record of who approved what and when to prevent finger-pointing.
Build and share reports with management. Measure ROI, filter through run dates or other data points to find a specific project or request. Combine filters to create a specific set of criteria.