AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

TasksPlus - 100% Salesforce Native Task Management App - Share Tasks

Supercharged Task Management

Overview

TasksPlus is an innovative Task Management App crafted to boost your digital workflow with user-friendly controls. It enables effortless collaboration and management of shared tasks, optimizing both workflow and productivity seamlessly.

1 of 8

  • SHARE TASKS Effortlessly share your tasks with colleagues while maintaining full control and ownership. Your task privacy remains intact, and you decide who has access!

  • TABS SORTING Efficiently access an extensive list of tasks, neatly organized into tabs like Open, In Progress, and Shared, among others. Say goodbye to the hassle of switching between filtered lists!

  • CLONE TASKS Effortlessly replicate existing tasks using the deep clone feature. Duplicate tasks in just one click, along with all related records. Streamline your workflow and save time on repetitive tasks!

  • ENHANCED VIEW Personalize your task view by adding details such as descriptions and due dates, and conveniently adjust priorities on the fly, eliminating the need enter edit mode. Stay in control!

  • SHARED TASKS OVERWRITE ALERT While editing a shared task, receive alerts if any other shared members make changes before you save your updates, ensuring synchronized and up-to-date collaboration.

  • CONDENSED MODE Streamline your task management by reducing the amount of information displayed with a single click, allowing for quick skimming through a larger list of tasks. Eyes wide open!

  • RECORD SPECIFIC TASKS Add the TasksPlus component into specific record pages like Contacts or Accounts to exclusively preview tasks related to those records. Cut through the clutter and focus on the most relevant!

  • QUICK CREATE AND DELETE With just one click, create a new task or delete an old one directly from your Home Page, eliminating the need to navigate away from your home screen for these actions. Stay Home Stay Safe!

  • HIGHLY CUSTOMISABLE TasksPlus is equipped with an extensive range of parameter controls, empowering you, the admin, to tailor the display of information, limit records loading, adjust dimensions, and much more. You Drive the Bus!

Tasks are the fundamental units of work in any organization, typically assigned to individuals with set timeframes for completion. Efficient task execution is crucial for organizational success, and from a user's perspective, easy access, management, and execution of tasks are essential. Employee productivity hinges on the intuitiveness of their daily task management. Vince Lombardi once said, "The price of success is hard work, dedication to the job at hand, and the determination that whether we win or lose, we have applied the best of ourselves to the task at hand." TasksPlus embodies this ethos by offering features designed to streamline your task management process, including: - Customizable task loading options. - Time filters to view recent task modifications. - Tabbed task sorting for organized access. - Display counts for tasks in different stages like In Progress and Completed. - Adjustable display settings for task details. - Auto-refresh feature for real-time updates. - Event logs for tracking TasksPlus activities. With these tools and more, TasksPlus enhances daily task interaction, driving productivity and dedication to every task at hand.

Categories

Business Needs
Productivity
Customer Service
Collaboration
Industries
Financial Services
Healthcare & Life Sciences
Professional Services
Personas
Business User
Executive
Sales Representative / Manager
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder

More from Advension ApS

  • Advension | Nordic Salesforce Partner
    by Advension ApS
    Well-architected solutions in Marketing, Sales, or Service Cloud are vital for businesses to build personalized, secure, and scalable customer-centric services with the necessary agility.