Task Management Software For Small Business
Web Based Small Business Task Management Software That Lets You Keep Track Of All Project Based Tasks Quickly And Simply.
- Keep track of your tasks and task notes quickly and easily
- See todays or all you active tasks in an updatable list on you dashboard
- Your tasks are easy ti find as they are linked to your enquiry, company and contact files
- Creating tasks for other members of your team is as easy as selecting them from a list
- See all the note history against each tasks whether they are active or inactive
Our Task Management Software In 5 Quick Steps
Your Daily Tasks On Your Dashboard
Task Management Software For Small Business - Click To Enlarge
What To Do
- Your daily tasks appear on your dashboard or click to view all active tasks, #1 on image.
- Update you tasks directly from the dashboard or complete them with one click, #2 on image.
- Each task links to the relevant contact, enquiry and even quote document for easy reference, #2 on image.
- Add tasks in any window by clicking on the Add Task button in the navigation bar, #3 on image.
Create New Tasks Quickly
Small Business Task Management Software - Click To Enlarge
What To Do
- Select company & contact that you'd like to add the reminder task for, linking to an enquiry is optional. #1 on image.
- Note: You need to add the company, contact and enquiry prior to adding task. Do this via the top navigation bar.
- Enter the date you'd like the task reminder to appear on your dashboard from the calendar pop up, #2 on image.
- Add a reason for the task. Something that'd remind you at a glance why you added this task. #3 on image.
- If you have a multi user system then you can assign the task to another user, #4 on image.
Keep Your Tasks Up To Date
Task Software For Small Business - Click To Enlarge
What To Do
- All the past entered notes show in date descended order for quick reference, #1 on image.
- Add unlimited notes to your tasks, #2 on image. These are auto time, date & user stamped.
- Note: Once you've typed your note click the green Add Note button to enter it.
- Reschedule the due date of any incomplete tasks to your next suitable date, #3 on image.
- Once the task is finish click the green Complete Task button, #4 on image.
See All Tasks Related To A Contact
Small Business Task Software - Click To Enlarge
What To Do
- View all the tasks related to your contact within their contact file.
- Organise the tasks by date to do, related enquiry or date completed by clicking in the column headers.
- Filter by complete or incomplete tasks at the click of a button.
- View all notes held against each task by clicking the green View button
See All Tasks Related To An Enquiry
Tasks Software For Small Business - Click To Enlarge
What To Do
- View every task linked at an enquiry irrelevant of whoever the task is assigned too.
- Filter active or inactive tasks by clicking the green header button or search the whole list using the Search feature and the green All button
- Organise the tasks by clicking on the Date to-do, Company, Contact or Date Complete headers
- View all the attached notes on any task by clicking on the green View button
How Much Is This Small Business Tasks Software?
- No Contract To Tie You In
- No Set Up Fee
- 2x 30 minute 1:1 getting started webinar
- Unlimited email support
- Easy 'One Click' Cancel
- £25 per month ongoing
- No contract to tie you in
- No set up fee
- 2x 30 minute 1:1 getting started webinar
- Unlimited email support
- Easy 'One Click' Cancel
- £40 per month ongoing
My 2 Most Frequently Asked Questions
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What about if it isn't for me and I want to leave?No problem. You can delete your account with the click of a button. You simply have to click on Settings on the top navigation bar and click the Delete Account button in the bottom right corner. All you account details will be deleted as will any payment details you may have entered. There is no contact to tie you in.
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I'm not sure about a cloud based task management software, how secure is it?
Your data is stored in an individual database which is created just for you when you sign up. Only you have the password to this.
This database is hosted on a dedicated server at Heart Internet. It is backed up daily by them and also by us offsite. When you become a paid user, you can schedule .csv backups to be emailed to you daily, weekly or monthly. This way you have 100% access to your data.
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