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iTools Delegated Tasks Management

Timely and Efficient Task Management

Overview

  • 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
Sales
Collaboration
Project Management
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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