TASK MANAGEMENT

Simple yet powerful, tasks allows users to monitor their workloads and ensure that no details are overlooked.

Link tasks to Orders, Contacts, Companies, Invoices and Emails
Receive notifications via email and Slack when tasks are due or have been assigned to you
Assign tasks to teams or individuals and view the timeline activity for performance review and auditing
Add tasks to lists and view them on boards for quick and easy management of user and team workloads
Create and assign tasks using automation, saving time and avoiding missed opportunities
Create task templates to create pre-defined tasks in a single click
Checklists and comments within tasks make them even more flexible

SYSTEM-WIDE

Bringing the system together

Tasks can be linked to entities across the system including, Customers, Suppliers, Contacts, Orders, Jobs, Emails, and Invoices.

This gives you one click access to all of the information relating to the task.

BENEFITS

Helps streamline workflows.
Provides valuable data on task timelines and priorities.
Enables teams to share tasks and updates.
Enhances accountability. Team members know their responsibilities and deadlines.
Enable users to set reminders for follow-ups.

AUTOMATION

Task Automation

Yodah's automation features enhance productivity and minimise missed opportunities. This feature can be used to automate task creation in response to specific events.

Once configured, whenever a specific event is triggered, users will receive prompts to create the predefined task. For example, whenever a lead is created, you could create a task for one of the sales team to qualify the lead.

Users also retain the flexibility to cancel task creation if it is not suitable, preventing the unnecessary generation of tasks.

This feature streamlines workflow processes and ensures that critical tasks are never overlooked.

EFFICIENCY

Task Templates

Yodah simplifies task creation with its Task Templates feature. These templates can be set to automatically populate task details when creating a new task, saving time and ensuring consistency.

Task templates can be tailored by applying a specific type to the task (Global, Order, or Email) to determine where it can be applied as well as supporting variables that aid in task differentiation.

Once a task template is set up, it becomes accessible in relevant contexts and additionally integrates with automation processes for efficient task creation.

ORGANISATION

Task Board

Task boards provide a great way to organise and manage your tasks. By organising tasks into lists and placing the lists on a board, you can quickly and easily get an overview of different users or teams workloads.

Simple and easy to use user interface allows you to drag and drop tasks between lists, and create as many lists and boards as you like.

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