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iTools Delegated Tasks Management
Timely and Efficient Task Management
Overview
Manage and track the tasks you have delegated to others more efficiently. Includes task completion email notifications plus an easy access list of all your delegated tasks. Another valuable tool in the iTools for Salesforce collection.
Quickly see your list of delegated tasks.
Get notified when a delegated task has been completed.
Must install iTools Configuration Manager prior to iTools Delegated Tasks Management. See configuration guide for details.
iTools Delegated Tasks Management provides the help you need to stay on top of tasks you have assigned to others. Some of the powerful features included in this iTools are: - Receive an email when a delegated task is completed or modified. - List of all tasks you have delegated in an easy to access Tab and/or Home Page Component. - Email reminders of upcoming task. - Email notifications when tasks are overdue. - Assign tasks to Contacts (people inside and outside of your organization). - Tracks the number of days (work and calendar) required to complete each task. - Ability to assign tasks to a group / department / business function. Each iTool uses our powerful Configuration Management technology to activate individual features and configure system behaviors to meet the specific needs of your organization, profiles, or individual users. Addresses many of the ideas on the Idea Exchange including: - Notification when Assigned / Delegated Task is Completed - Allow Task(s) to be assigned to a Queue - Really assign one task to multiple users - Email a Task Reminder Versus just a Pop Up Window
Categories
- Business Needs
- SalesCollaborationProject Management
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyManaged Package