Task Management
Wortal’s Task Management tool lets you create tasks easily and assign them to multiple team members, ensuring everyone stays aligned. Track the progress of each task with a visual status pipeline, making it clear where every project stands. Generate detailed reports to gain insights into performance and efficiency. With options to create recurring tasks and assign tasks in bulk, the tool is designed for high efficiency.
Create Task
Manually
To create a task, simply click the "Create New" button. Then, fill in the form with key details such as task name, task date, due date, priority, status, and a description of the task. You can also add any relevant attachments to the task for better context and reference. once task is created it will be visible in the task pannel.
Auto Recurring
When you create a task, you can set it to repeat automatically at regular intervals using the Recurring task feature. You just need to choose the date when the task should start recurring and how often it should repeat, like daily, weekly, or monthly. This way, the task will come up again on its own.
Create Sub-Task
To create a subtask, first decide which main task you want to associate it with. Open the task and enter the name of the subtask in the "Add Subtask" field, then press Enter. Your subtask will be created instantly. You can easily edit the subtask details, assign it to another user, and mark it as completed by striking it off once done.
Assign Task
You can assign a task to one or more users, depending on who needs to work on it. However, subtasks can only be assigned to one user at a time, making it clear who is responsible for each specific action. This helps keep things organized and ensures everyone knows their role.
Record Communication
Call
Track every call with complete details, including inbound/outbound status, call summary, follow-up dates, and reminders to maintain seamless communication. This keeps client interactions organized and you can set follow-up dates as well.
Send instant emails from the CRM using predefined templates, with options to attach catalogs. Schedule emails for future delivery to maintain timely communication.
Whaatsapp
Easily share information with clients via WhatsApp using predefined templates for instant communication. Business WhatsApp API integration helps you set automation to send messages automatically on defined trigger points from the CRM.
Upload Documents
All documents related to a lead, like catalogs or KYC forms, can be stored in one place. This makes it easy to access everything you need without searching at different folders and locations, keeping things simple and organized.
Views Of Task
List View
You can view all your tasks on one panel in a list format, where each task is shown in rows. This makes it easy to see and manage task, with different columns (or "heads") showing key information like name, status, due date and priority details.
Kanban View
In Kanban view, you can easily manage task by dragging and dropping them between different statuses. This lets you see all your task on one board, making it simple to track progress and stay organized.
Quick View
With the quick view option, you can instantly see required task details like the task name, status, requirements, due dates and priority information. This allows you to quickly check the task and move forward with the next steps.
Detailed View
With Wortal, you can access detailed task information, edit task details, and record all communications. You can also change the task status and task priority to other team members as and when required.
Track Due Dates
You can easily set follow-up dates, reminders, and due dates for tasks, helping you stay on top of deadlines. This feature allows you to track employee productivity by monitoring tasks and ensuring they are completed on time. You can follow up on the progress of tasks and regularly take updates from the user assigned to the subtask.
Frequently Asked Questions
Everything you need to know about the Wortal CRM.
What is task management?
Task management is the process of organizing, tracking, and completing tasks to achieve specific goals. It helps individuals and teams stay focused and productive by setting priorities and deadlines. Good task management ensures that important tasks are completed on time. It also improves efficiency and reduces stress by keeping work organized.
Why is task management important?
Effective task management keeps projects on track, reduces missed deadlines, and ensures tasks are completed efficiently. It helps prioritize work, making sure that high-priority tasks are completed first. Task management also improves communication and collaboration among team members. This leads to better productivity and overall project success.
How does task management software help?
Task management software organizes tasks in one place, tracks progress, and sets reminders for deadlines. It allows team members to assign tasks, add notes, and monitor project status. Many tools also offer collaboration features to keep everyone in sync. This streamlines workflow and reduces the chances of missed tasks.
Can task management improve team collaboration?
How can task management increase productivity?
Task management helps prioritize tasks, ensuring that the most important tasks are completed first. By tracking progress and setting clear deadlines, it keeps individuals and teams focused. This reduces procrastination and improves time management. Overall, effective task management helps accomplish more in less time.
What features should I look for in task management software?
Look for features like task assignment, deadline setting, progress tracking, and reminders. Collaboration tools, such as file sharing and messaging, can also be useful. Many tools offer project overviews, priority levels, and integrations with other software. Choose a tool that fits your team’s specific needs and workflow.
Can task management tools be used for personal projects?
Yes, task management tools can help organize personal projects by setting goals, breaking tasks down, and tracking progress. They can keep you focused and on track with deadlines. Many tools offer simple, user-friendly features that work well for personal use. Task management isn’t just for teams—it’s useful for individual productivity too.
