View and track ALL tasks in one place!
In case you missed it, last week we announced the completion of our Tasks & Assignments feature with the introduction of comprehensive task management. Now, seamlessly view and track all tasks across your organization and manage your workflows with ease!
With this final phase, we have integrated system-generated tasks, tasks from comments, and manually created tasks into a unified view. Access the centralized Tasks table to gain a holistic overview of your team's workload and priorities.
Key Benefits of the Tasks & Assignments Feature:
- Central task view: The Tasks table provides a consolidated view of all tasks, including system-generated, comment based, and manual tasks (learn more about all task types here). No more switching between areas to stay updated on your team's progress.
- Streamlined workflow management: Effortlessly prioritize tasks and track due dates, enabling effective task management.
- Increased collaboration and accountability: With all tasks in one place, improve accountability. Assign tasks, add comments and updates, and track progress directly from the Tasks table.
Learn more about tasks and assignments!
To access the tasks table, simply navigate to the Tasks area of Green Check. You'll find an intuitive interface that allows you to filter and search tasks based on type, due dates, associated accounts, and more.
Contact our Support Team if you have any questions or concerns.