Integrated Task Management System in CRM

What is Task Management System?

A task management system is a framework designed to support and manage all the tasks at hand. It is a system that helps businesses to perform tasks with ease and increase productivity. It involves monitoring tasks from start to finish, delegating tasks to colleagues, and setting time limits so that tasks are completed on time.

A Quick glimpse of Integrated task Management in Sparrow ERP

The Task Module assists you in organizing details and tasks.
Create tasks for all the work you need to do, assign tasks to your team, and set due dates. Assign tasks to one or more people.
Add tasks to monitor all that you have to do or remember.
Drag-and-drop tasks in a calendar view and Kanban View or arrange them as you would like.
Work together with your team on tasks from start to finish. If your team is working on a project, then you can see the progress at every step.

Task Interfaces as per Different Use Cases

Sparrow ERP Task Management List View

List View: Detailed Information

Look into the list view for detailed information and click on a task to add remarks, attachments and files.

Sparrow ERP Task Management Kanban View

Kanban View: Not started, in progress and Completed

Kanban View to monitor task progress. As you can see this kanban view is having three status (Not started, In progress and Completed) and each status has tasks added to them. Just drag and drop the tasks as per their current status.

Sparrow ERP Task Management Calendar View

Calendar View: Month, Week, and Day

For instance, there’s the calendar view, and this will allow the assigned team to see all the tasks in a calendar view. Right from the calendar month view, there’s also week and day view and if you move a task and drag it and drop it on another day in the calendar view, the due date will automatically update for that task.

Task Management Features

Assign Tasks: Assign tasks to the team simply by adding their names. You can assign every single task a due date and define your team for that task.

Due date: Specify the due dates for tasks to keep track of the deadline and set up the reminder.

Reminder notification: Get notifications on email for reminders, comments and updates.

Attachments: Attach files from your computer to the tasks.

Comments and Remarks: Use remarks and comments to provide periodic status updates.

Drag and Drop: Just drag-and-drop tasks across progress in calendar and kanban view, and move tasks according to priority.

Track and monitor sales deal progress: Follow up with your sales inquiry across its sales pipeline and be confident about the next action points.

Building the Lead: Create a sales channel that will meet the requirements of your team. Organize contacts, meeting details and notes on each lead. See the status of leads shifting from “in progress” to “completed” and track their deadlines, updates and notifications.

Collaborate on a task: Work together with your team on tasks from start to finish. If your team is working on a project, then you can easily see the progress at each step. Monitor team progress and receive ongoing updates and remarks on the task.

Filters in Task View: Customise your task view through inbuilt filters like my overdue tasks, overdue tasks, my tasks, Completed tasks and all tasks.

Sorting in task view: Easily sort all the tasks by alphabetically, due dates, or assignee.