1.CLIENT DETAILS
Create a list of all your clients by adding them in the Client module. We can record some basic details of each client for our records like name, address etc
As a manager, you are assured that all operational activities are performed before time ensuring 100% accountability.Lets manage all your business activites effectively at one place with least possible efforts.
Create a list of all your clients by adding them in the Client module. We can record some basic details of each client for our records like name, address etc
Add the name of multiple task to be performed for each of your clients. Example : A chartered accountant will have GST filing , Salary payment etc as tasks to be performed on regular basis. Process tab helps capture all your recurrsive tasks at one place
Add details of holiday schedule followed by your company. While managing tasks, its important to know before hand the teams availability. Holiday schedule will help task scheduling tool to schedule any tasks on a potential holiday
Duration decides the frequency of performing any particular task. We capture all possible duration values in Duration module with standard duration values already defined.Though the tool does allows you to create your own custom duration cycle
We are now ready to setup the tasks against each client. Select the process to be performed for each client and the related duration cycle (task frequency). Preceding/Succeding field allows us to define the number of days ahead or after the cutoff date when the tasks should be performed. Example: Accountants need to ensure that monthly GST filing happens before 20th of each month. So for scheduling such a task, Recurrence is monthly, cut-off date is 20th with Preceding 2 days to ensure that we finish the filing well before the deadline and avoid any last minute hiccups!
Once the processes are setup successfully, we will able to see the task list generated on the dashboard. You can filters the tasks both Datewise and clientwise, provide comments against each task and mark them as completed once we are done with the same.Account holder will receive a daily email with tasks to be performed on that day and list of any pending tasks from the past week.
