TASK MANAGEMENT

Here most important aspect of Office i.e. Task Management will be taken care.

Quick overview on ERPCA Taskboard
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, 31 Jul, 2024 10:45 AM
Import Task
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...
Thu, 18 Jan, 2024 10:50 AM
Create New Task
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...
Thu, 18 Jan, 2024 10:54 AM
Task Bookmarking
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...
Mon, 31 Jan, 2022 9:58 AM
Edit / Delete Task(s)
Edit / Delete Task & Task Update Logs: On clicking "Task ---> Customer Name" option, we get the option for Edit / Delete task. After ...
Thu, 18 Jan, 2024 11:21 AM
TASK OVERVIEW
Task Overview: On clicking "Taskboard ---> click on Customer Name/Task Id" option, we can see task overview. In task overview, we will ge...
Thu, 25 Jan, 2024 4:31 PM
FORWARD / RE-ASSIGN TASK
Forward / Re-assign Task: Task can be easily forwarded or Re-assigned to the related assignee within corresponding department. Here we can directly as...
Thu, 25 Jan, 2024 4:59 PM
Update task progress
Update Checklist: Checklist comprises of all the documents which are required for the task, their respective activities to be done in your office and ...
Thu, 25 Jan, 2024 5:37 PM
Add notes in task(s)
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 ...
Thu, 25 Jan, 2024 5:46 PM
Create taskwise bills
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...
Thu, 25 Jan, 2024 5:49 PM