To-Do Task.
Stay organized. Stay on track.
Key Benefits.
Customer View.
Manage tasks directly from each customer profile for seamless workflow.
Multi-Task Capability.
Easily add multiple tasks per customer, ensuring all actions are tracked in one place.
Action Date and Labels.
Clearly see when each task is due, including a “Today” label for time-sensitive actions.
Advanced Filtering.
Quickly locate tasks with a comprehensive filter panel, streamlining task management.
Automated Task.
Save time by automating tasks based on configurable criteria that match your business needs.
Productivity Boost.
Boost productivity and task tracking with smarter workflows and automation.
Smart Task Coordination.
Efficiently manage client-related tasks directly from the customer view, where you can add multiple tasks as needed. Each task displays an action date and a label indicating if it’s due today. In the main system view, an advanced filter panel helps you quickly locate the tasks you need based on various criteria. Additionally, tasks can be automated through configurable criteria, further optimizing productivity and task tracking.