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Task Management
Create and Manage Tasks for Groups of Employees, Accounts, and Contacts
- Business Need
- Productivity
Touchpoint Task Management lets you define, assign, and manage tasks globally. Use Task Management to: 1. Create common recurring tasks 2. Assign tasks globally 3. Manage open tasks in a calendar view
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Task Calendar works great
This is a must have in SF to keep track of your Tasks in a calendar format. The daily, weekly, and monthly views are fantastic. It also gives you the ability to view the Tasks of your sales team.
Task Manager = Company Compliance
We're in a regulated industry which requires that our employees stay compliant and that we keep the SLA's promised to our referring customers. With this tool it's easy to create recurring tasks for each type of account and easily assign them to different employees. And I love the calendar view where employees can click to see what tasks they have coming up and make sure they have time to complete each one. It's a great app.