Whether you have 10 Clients or 1,000, keeping track of everything you need to do for each one of them; file reports, get contracts returned or work on a payment program, can be a difficult undertaking. The Tasks module let’s you create jobs, assign them to one or more staff, and follow an audit trail until they are completed.

Partner Customizable Settings & Features:

  • Detail exact jobs that need to be completed
  • Assign Tasks to one or multiple staff members
  • Set a due date
  • Set priority level of pending, warning or critical
  • Attach necessary files
  • Reassign Tasks when warranted
  • Automatically log each touch in audit trail

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