iTools Delegated Tasks Management

Increases productivity by allowing to assign and track tasks in a team. Highly recommended.

This app has proven to be the most used and useful add-in for our organisation. It helps managing the team by allowing to delegate tasks and to keep track if they are being worked on and completed. We usually have one of those typical Monday morning meeting in which the topics of the week are discussed and the tasks are distributed. During the meeting we record and assign the tasks with the Delegated Tasks Management tool. Since we use it we can keep accountability of the ToDo's. This is something which previously didn't work so well as everyone noted his or her own tasks but there was no overview to follow-up if the tasks have actually been done or what the status is. One of the great functionalities is that it has an email-remainder function. This has saved my life (and of the team) a number of times as your due tasks are sent to you at a certain time which you can define. Every morning I receive my tasks for the day so I won't forget anything. The email includes a link which takes you directly to the task so you can work on it. I can highly recommend this app. If you work in a team with many ToDo's it will significantly increase the productivity of the entire team.

Great product and great customer service!

Delegated Tasks make it much easier for us to assign and track tasks for users outside of Salesforce. Straightforward to implement with plenty of flexibility. Bob Nagy has been incredibly helpful with advice, readily available, and receptive to making updates to the tool that allowed our organization to pursue a customized workflow—and all of this for a nonprofit client to whom InSitu Software has made licenses available free of charge. I highly recommend this product and this developer!

Saves time, helping us grow our business

Our organization has been using the InSitu's ITools Delegated Tasks Management software for the last 10 Months with excellent results. Creating one task group and expanding to multiple task groups with that time. The ITools product(s) are excellent and cost effective for businesses that are task and deadline driven. The ability to receive task notification, delegate tasks, and manage assignments through to completion has been made easy, effective and accurate. The Delegated Tasks Management software accomplishes everything as stated and installation was smooth. The response time and meaningful support from Bob has been consistently stellar. All of InSitu's representatives work very hard to make sure you understand the product, setup, and workflow. I am looking forward to expanding into the additional functionality that InSitu has to offer as our business needs arise. I wish all apps were backed with the quality of product and support I have received from InSitu!

If you need to give your team the ability to take any task use this app!

I 100% recommend this app to anyone who has a large team where the dynamics of Salesforce hierarchy role do not fit your business model. Here is a breakdown of how it worked for us: 1. Our company relies on many people within one group to assist a specific client. We don't have one client assigned to one team member. This tool allows you to give your team the ability to take any task. 2. The installation was easy and configuration took me a couple hours. 3. Bob, the rep from Insitusoftware, was fast and competent. I didn't have to wait longer than 40 minutes for a response by email (which I got by going to their site and sending an email directly to the company). His responses to my questions were very detailed and when I had an issue I granted him access to our system and he fixed it promptly. 4. The iTools Delegated Tasks Management Configuration Guide was thorough and answered pretty much every question I had. I recommend reading it. 5. The tool allows my team to claim tasks and then go into the record that they are trying to update and check off the tasks that they just claimed there as well. This eliminated the issues we were having with the owner of the record ONLY having the ability to accomplish tasks because they were impacted by hierarchy roles. 6. Our org uses SF Lightning and although it still has the formatting of Classic it's clean and easy to navigate. Overall what I was looking for was an app that gave my team the ability to take ANY task that they wanted to within a specified group. This app accomplishes it in a SIMPLE way. I am SO happy with the results and the autonomy that it has given my team!

Tried this tool to delegate tasks, keeping it to grow our business

To start, Delegated Tasks works exactly as promised. Thanks to step-by-step documentation, it's easy to install--you can start using it immediately. What we didn't expect was for this inexpensive tool to change the way we're doing business! The ease of delegating tasks, combined with the automation tools within SF, has enabled us to grow our service network and reach our customers faster. It is perfectly integrated with SF, and all task progress is captured on associated records. Delegated Tasks goes beyond its mission by inspiring organizational accountability. To top it off, the iTools tech support is responsive, professional, and generous with their knowledge of business needs and SF functionality. Get this app! Thank you, iTools!!!

Indispensable tool for task management and great support

Our organization relies heavily on task management and Salesforce built-in support is just not enough, lacking many needed features. iTools adds all the needed components to effectively manage tasks and all our users have adopted it very quickly. We especially love the Task Groups, a fantastic feature that allows users to claim tasks in several areas of responsibility. This has changed the way we assigned and reassigned tasks before,since users can claim and unclaim tasks as needed. All the email notification templates such as task completion, task reminders, claimed tasks, etc. are very well built, clear and concise, visually appealing. As we move to the Lightning experience now, delegated task screens are very well laid out, with the task details in the right panel, very easy to go over. We are hoping that product support continues into Lightning. We strongly recommend this product, support is just great and Bob Nagy goes out of his way to respond very quickly and effectively to requests.

Pain Free Delegation

This app has achieved harmony between the SF users and non SF users in our organisation. After trying countless apps and various self devised methods for delegating tasks to non SF users I was ready to give up, almost ready to give up on the concept of delegation itself! iTools has been the first method that has been happily and consistently used by the non SF users in our org. Now we can safely assign tasks trusting that they are not disappearing into the abyss of somebodies inbox but can be easily tracked and that magically, we will be notified when the task is complete. Harmony reigns between SF users and non SF users once more!

5 Stars for function, 0 Stars for un-install.

Great product if your organization is Task driven and manages by Task assignment, delegated tasks, completion, notification, etc. Accomplishes everything as stated and installation was smooth. If you determine to move away from the product for any reason, plan on spending considerable amount of time manually un-installing the product. Perhaps this is a testament to how great the product is and that customer retention is high, however, focus should be placed on total UX for uninstall so that the company doesn't feel held hostage if you determine to leave the product.

Life Saver

This delegated task tracking tool is exactly what we needed. I am notified when the task is complete and can go at any time to see all the delegated tasks that are yet to be completed with the click of a tab.

Great tool (without the need to pay a devoper)

iTools Delegated Tasks Management is a must have (even for a standalone user). It took me less than 5 minutes to implement and I didn't need a developer :-). Bob Nagy is also great to work with! The best part is that my email box is now empty. All of my tasks are now beautifully organzied in SalesForce (where they belong).