TASK MANAGEMENT
Here most important aspect of Office i.e. Task Management will be taken care.
TaskBoard:
We have recently updated the Task Module and made it extremely interactive and very easy to use. Please find below attached Screen Capture ...
Wed, 12 Feb, 2025 2:10 PM
Import Bulk Task:
All your existing tasks, can be imported to the system, so that you do not need to create them again in task module. For import, cli...
Tue, 11 Feb, 2025 11:47 AM
Create new task manually
There are 3 ways of task creation in Task Module of ERPCA.
1) Manual Task
2) Bulk Import of Task &
3) Workflow Tas...
Tue, 11 Feb, 2025 11:48 AM
Bookmark Task:
Many a times people tend to forget which was the task they were working on before log out from the system. Here we have give a solution...
Tue, 11 Feb, 2025 11:50 AM
Edit / Delete Task & Task Update Logs:
On clicking "Task ---> Customer Name" option, we get the option to Edit / Delete task. After f...
Tue, 11 Feb, 2025 11:52 AM
Task Overview:
On clicking "Taskboard ---> click on Customer Name/Task Id" option, we can see task overview. In task overview, we will ge...
Tue, 11 Feb, 2025 11:54 AM
Forward / Re-assign Task:
Task can be easily forwarded or Re-assigned to the related assignee within corresponding department. Here we can directly as...
Tue, 11 Feb, 2025 11:55 AM
Update Checklist:
Checklist comprises of all the documents which are required for the task, their respective activities to be done in your office and ...
Tue, 11 Feb, 2025 11:58 AM
Add Task Notes:
In Task Notes, we can keep note of the any update for resource, results, pending work, part payment etc. by clicking on notes we will ...
Tue, 11 Feb, 2025 11:59 AM
Billing Against a Task:
Billing is important process regarding completion of work but here it is very simple to get as we update the related data of parti...
Tue, 11 Feb, 2025 12:00 PM