NEW - Global Task Folders - Track Tasks amongst the team to completion

Did you know that you can share task folders to manage and track jobs, projects, quotes and other key processes

Global Task folders give management the ability to be able to see other colleagues' tasks and track them to their completion.



The above screenshot shows an example of global task folders set up - these can be created to reflect each individual business such as: 

Current Jobs

Invoices Due

New Leads

Tasks put into these folders can then be viewed by Super Users and Admin Users so that they can track a task to its completion - as shown below:

The above screen shot shows you all tasks in the 'Quotations Sent' folder where you can see tasks for:




The task % shows you have far to completion the task is currently at and the Due Time/Date:

To find out more about this service please contact us at 

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