The Tasks Template enables you to effectively manage various tasks associated with a bigger project. With the Tasks template, you can easily track whether the details are being dealt with so you can focus on the big picture – getting the project done on schedule!
Who uses the Tasks Template?
Managers who need to:
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Break a project down into smaller chunks which can then be assigned to various members of the team.
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Analyze whether projects are being completed on time and within budget.
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Determine the status of any or all tasks at any given time.
Key Features
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Stores information about Projects, their status and estimated timetable.
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Stores information about Clients, their addresses, contact information and status.
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Store information about Associates, their addresses, contact information and status.
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Tasks can be tagged with a user-defined Task Code as well as a user-defined Priority Level.
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Each Task may be associated with a Client.
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Each Task may be associated with a Project.
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Each Task is assigned to an Associate (or employee).
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Each Task has a user-defined Status.
