Projects & Workflow
Workflow management: define it once, then let it run
Effective teamwork is always an important part of any successful business, and CommTrak’s Workflow and Project Management tools offer the collaborative solution you need.
Projects
If effective teamwork is important to the success of your business, our task and project management tools offer the collaborative solution you need.
Create large scale projects that involve smaller tasks assigned to specific employees to help break down workloads.
Easily track and reassign key activities between team members with ease using drag and drop functionality.
Task Board
Work the project visually on a Kanban-style Task Board — columns for each stage, cards for each task, and drag and drop to move work along.
It is the same underlying project data, shown the way a team actually runs a stand-up: what is sitting in each stage, what is blocked, and what moved since yesterday.
For teams who prefer a list, nothing changes — the Task Board is another view of the same work, not a separate place to keep it.
Workflows
Maintain accountability and transparency with CommTrak’s easy to use Workflow Module.
Whether your process involves simple tasks for one team member, or complex and long-term collaboration between multiple team members with numerous tasks – stay organised and never let tasks or projects slip through the cracks.
Never miss another deadline, with transparency and visibility for all tasks and workflows across your business.
Use the workflow load manager to easily view your team’s workload and reallocate resources as required.
To-Do
Don’t let anything slip through the cracks in your business, no matter how small. Utilise this quick and simple task manager for allocating those minor, ad hoc tasks which otherwise get lost in emails and chat messages.
What it looks like
Every case, and where each one is up to
One view of every workflow running in the business — what stage it is at, who the next task is sitting with, and which ones have slipped.
Open a case and you get its task list
Each step, who it is assigned to, and what is overdue. Tick a task and the next one becomes somebody’s job.
See Projects, Workflow & To-Do on your own data
Book a demo and we’ll show this module against the way your business actually works.