Key Features of Task Management ! Task Force CRM
Task management is the process of planning, organizing, and tracking tasks and activities to achieve a specific goal or objective within a given time frame. Effective task management helps individuals or teams to prioritize their work and ensure that tasks are completed on time and to the required standard. Here are some tips for effective task management:
1. Create a to-do list: A to-do list is a simple but powerful tool that can help you keep track of tasks and ensure that nothing is forgotten. You can use a paper-based system or a digital tool such as a task management app or software.
2. Prioritize tasks: Prioritizing tasks helps you focus on the most important and urgent tasks first. You can use a simple prioritization system such as the Eisenhower matrix, which categorizes tasks based on their importance and urgency.
3. Set deadlines: Setting deadlines helps you stay on track and ensures that tasks are completed on time. Be realistic when setting deadlines and allow some buffer time for unexpected delays or issues.
4. Break down complex tasks: If a task seems overwhelming, try breaking it down into smaller, more manageable tasks. This can help you stay motivated and make progress toward the overall goal.
5. Delegate tasks: If you are part of a team, consider delegating tasks to other team members. Delegation can help distribute the workload and ensure that everyone is working to their strengths.
6. Track progress: Regularly review your progress to see how you are doing and identify any areas where you need to improve. This can help you stay motivated and adjust your approach if necessary.
7. Celebrate success: Celebrating success can help you stay motivated and reinforce positive habits. Take time to acknowledge your achievements and celebrate milestones along the way.
Key Features of Task Management Software
BorgSuite facilitates various ways for tracking employee performance & enhance Productivity like Sales Team Productivity, Support/service team Productivity & Other team productivity.
Team Productivity becomes crucial for any enterprise but the question remains the same “How can team productivity be measured?” Sales Team productivity is often measured based on their lead reporting & corresponding conversion followed by monetary targets/achievement.
Service agents’ performance can be measured based on attending & responding to service tickets followed by their closure in time as per SLA.
Likewise, Internal day-2-day tasks, Group tasks & Project Tasks can be managed & tracked through task Force Management. A task can be created & assigned to either individuals or groups for its completion within a defined time period or date range.
In current days, Most of the tasks in enterprises are assigned through mail, Excell sheets, Test SMS, WhatsApp, or WhatsApp group however it becomes very critical to follow, track & productivity measurement for these tasks. Thus, To overcome these challenges & Increase employee productivity there must be some viable system. BorgSuite comes out with an effective tool “BorgSuite Task Force Management” as a solution.
There are three (3) types of tasks in the Borg Task Force:
This task Includes Subject, Task Description, Task Deadline, Assignee List, Task Category etc. to create a general task & assign the same to any of relevant assignee lists in the drop/down.
Check List task for tracking multiple activities
This task includes the Subject, task checklist, Task Deadline, Assignee List, Task Category, etc. to create a general task & assign the same to any of the relevant assignee lists in the drop/down.
Group Task for better project management
BorgSuite facilitates the creation of groups or groups in which two or more members can be included. Group tasks can be created & assigned to any of the available groups. Group tasks shall be visible & assigned to all members/employees in the group.
Task Assigning: While creating a new task, the Assignee option is available to whom this task is to be assigned. After Assigning, Assignee would be notified for receipt of new tasks in categories.
Task Tracking: All Assigned task’s progress can be tracked in the BorgSuite task force wherein each update by any person remains listed with date/time for tracking in need.
All Tasks: List of both created & assigned followed by their management.
Group Task: All Group tasks are created & assigned followed by their management.
My Task: List of tasks that are assigned to me for completion.
Also, read the Key Features of BORG Sales Automation Module.
Task Status: In-Progress | Due Soon | Completed
In-Progress: List of tasks that are not yet completed & considered as in progress before the deadline.
Due Soon: A list of which is not completed however the deadline is approaching soon.
Completed: It shows a list of all completed tasks.
Reports & Analytical: Under development!! It is to be completed soon.
Real-Time Alerts & Notifications: BorgSuite sends various alerts & notifications to the concerned person to remain on track & reminders for the due date of the task to be completed as sms/email.