Task Administration

Keep an eye on important tasks and prioritize your activities

Tasks Dashboard

The tasks dashboard lists your tasks clearly and gives you a clear overview of previously invested working hours, progress of the task and the final deadline. With the KundenMeister you will manage the optimal planning and organization of your daily business.

Tasks Categories

  • Today
    Things that are high on your to-do list. Due tasks decide here automatically.
     
  • Next
    Works that you tackle as soon as the ‘Today’ tasks are done.
     
  • Planned
    If you want to start work at a specific time, enter it under Planned.
     
  • Sometime
    'Sometime' is the category for work that you want to do when you have a lot of time.

 

On the due date, your task will automatically be moved to the "Today" category, reminding you to complete this task on time.

Task Overview

The tasks overview displays the tasks of the employees. Filter can be used to select to which employee the tasks are assigned and which status a task has. In addition, a search field can be searched in the task text. Each task can be completed with one click.

Einfache Aufgabenverwaltung mit dem KundenMeister

Further information on the task overview can be found here in our manual

Task Detail View

In the detailed view of a task the description of the task is presented. Each employee has the option of adding further notes and documents to this task.

Detailansicht der KundenMeister Aufgabenverwaltung

The information about the task detail view is shown in our manual

Tasks Tutorial

In our demo video find out how to optimally use the task module for creating and managing your activities!