Task Management

Allot, manage, and accomplish your tasks on time with FinCRM.

industry1

Put the Right Task in the Right Hands

An organization handles various tasks in one go. Not every team member in the company holds expertise in everything. This raises requirement of effective task management and FinCRM is your best fit for such a job. Define task for yourself or assign to any proficient colleague using our CRM software to pull out the best results. Just one decision of deploying our CRM software can pave a way for you towards success.

Kanban View Segregation

A scattered presentation of your tasks can confuse you in prioritizing your work. FinCRM presents kanban view to organize all your tasks on the basis of their progress status. All the open, started, and completed tasks arranged automatically can ease your task management process. The kanban view is designed for the methodical presentation of tasks and saving your time from menial jobs.

industry1
industry1

Set Priority and Keep Going

You may have multiple tasks in your pipeline, but do you have any idea of which task should be your priority? We understand that some tasks are to be completed first with more focus. For that, FinCRM allows you to set the priority of tasks while assigning them to anyone. It gives an idea to the respective team member to prioritize given tasks in a sequential manner.

Streamline Task Progress with Streams

With the task manager in FinCRM, you can anytime track the status of allotted tasks with streams. Post notes on tasks when progress takes place and keep the authorized users updated. Task management system in our CRM software keeps all the developments in task centralized in one place. We offer this tailor-made approach to eliminate confusion and keep your work organized.

industry1
industry1

Add Info with Attachment

Not every work can be accomplished in the same way. Some are simpler and some need supplementary information to achieve the crest. FinCRM possesses the peculiarity that it enables you to attach any accompanying file with the allotted task to hand down additional information and delivering tasks timely. Now, don’t let any task fall from the crack and bring your work up by leveraging important information attached to tasks.

Create Recurring Series of Tasks

There can be various tasks, which are required to perform several times. Like, you need to pay electricity bill every month on time, else it may cost you penalty. To save you from this trouble, FinCRM allows you to set the frequency of allotted tasks for just once and never let you bother yourself about that again. You can set recurring tasks for daily, monthly, or any custom timeline repeatedly. Along these lines, you can save a lot of time, nuisance and money.

industry1
industry1

Put the Right Task in the Right Hands

An organization handles various tasks in one go. Not every team member in the company holds expertise in everything. This raises requirement of effective task management and FinCRM is your best fit for such a job. Define task for yourself or assign to any proficient colleague using our CRM software to pull out the best results. Just one decision of deploying our CRM software can pave a way for you towards success.

industry1

Kanban View Segregation

A scattered presentation of your tasks can confuse you in prioritizing your work. FinCRM presents kanban view to organize all your tasks on the basis of their progress status. All the open, started, and completed tasks arranged automatically can ease your task management process. The kanban view is designed for the methodical presentation of tasks and saving your time from menial jobs.

industry1

Set Priority and Keep Going

You may have multiple tasks in your pipeline, but do you have any idea of which task should be your priority? We understand that some tasks are to be completed first with more focus. For that, FinCRM allows you to set the priority of tasks while assigning them to anyone. It gives an idea to the respective team member to prioritize given tasks in a sequential manner.

industry1

Streamline Task Progress with Streams

With the task manager in FinCRM, you can anytime track the status of allotted tasks with streams. Post notes on tasks when progress takes place and keep the authorized users updated. Task management system in our CRM software keeps all the developments in task centralized in one place. We offer this tailor-made approach to eliminate confusion and keep your work organized.

industry1

Add Info with Attachment

Not every work can be accomplished in the same way. Some are simpler and some need supplementary information to achieve the crest. FinCRM possesses the peculiarity that it enables you to attach any accompanying file with the allotted task to hand down additional information and delivering tasks timely. Now, don’t let any task fall from the crack and bring your work up by leveraging important information attached to tasks.

industry1

Create Recurring Series of Tasks

There can be various tasks, which are required to perform several times. Like, you need to pay electricity bill every month on time, else it may cost you penalty. To save you from this trouble, FinCRM allows you to set the frequency of allotted tasks for just once and never let you bother yourself about that again. You can set recurring tasks for daily, monthly, or any custom timeline repeatedly. Along these lines, you can save a lot of time, nuisance and money.