Task Management is a core part of Glasnost, and is available in Contact and Project Management.

Task Management

Core features

  • Available in Contact and Project Management
  • Assign tasks to multiple users
  • Upload Documents
  • Add follow up Comments and Documents
  • Define Custom Task Status
  • View your own and ALL Tasks
  • Miss nothing
  • Add Estimated and Actual Time spent on Task
  • Advanced Task Searching
  • Create and distribute Task Reports
image

In Contact management you can add a Task at the Company or Contact level – so something that needs to be done with or for a Company in general or for a particular person. In Project Management you add a task to a particular project. In both cases you can add attachments and assign the task to one or more users.

On the homepage of Project and Contact Management the default setting will display any Tasks that have been assigned to you, either as part of a project or in relation to a Company or Contact. As you drill down to specific Projects, or Companies or Contacts the Tasks become particular to whatever you are looking at.

Additional options are available so you can view ALL Tasks relating to ANY Project, Company or Contact, plus you can view all current Tasks in Spreadsheet mode in your browser.