Project and Task Management with Systemize!
The Project Management module features:
- Day View - show user's planned tasks and appointments, and drag-and-drop to-do items into time slots.
- Auto Planning - easy to use, powerful auto-planning feature, with project completion estimate feature
- Gantt Chart - fully filterable graphical reprentation of project progress
- Integrated Tasking - create linked tasks and appointments from any record throughout Systemize!
- Powerful Custom Reporting with the DataBuilder, for example - overdue tasks.
One of the most important aspects for any manager is knowing what his employees are working on at any time, and assigning work to that employee - keeping their time full not only benefits the company (by vastly improving efficiency), but also benefits the employee - by giving a clear picture of what he is working on, and what jobs are upcoming.
By assigning tasks using project identifiers and account codes, it is also a simple to find out how much time and money is being spent in different areas of your company, and on which specific projects or sub-projects.
The Daily View
Users can see their tasks and appointments with one glance using the Daily View. "To-Do" tasks are listed to the right, and can be moved around the grid to indicate priority.
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Appointments and tasks which have been assigned times can be seen in an hourly view (with adjustable resolution of 5, 10, 15, 30, and 60 minutes). Tasks in the "to-do" list can be dragged and dropped to the hourly view, making it easy for employees and their managers to organize their days.
Auto Planning
Makes it easy to plan all your own (or your employees) outstanding tasks, by scheduling all outstanding tasks within user specific hours and days.
Tasks are scheduled based on the priority given to them by their position in the "to-do" list, which can be adjusted by dragging and dropping them within the grid.
Gantt Chart
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Gives an overview of tasks and appoinements, day by day. The tasks are filterable by several different criteria, allowing you to see tasks based on users, projects, dates, and if they are complete or not. For example, you could see a report of outstanding tasks upcoming for only employees in your own department.
Integrated Tasks and Appointments
Tasks and appointments can be created with the click of a button from any record throughout Systemize!
For example, a sales person can create a "follow-up" appointment from a quote. When the reminder appears for the appointment, the quote can be opened directly from the appointment in the reminder, giving all the details the user needs to know for the follow-up.
Reporting
Only Systemize! features the custom reporting power of DataBuilder® technology, offering the most flexible means of getting the information you need available. The project management module comes with several built-in reports to get you started, including task deadline adherance reports, and time spent by account codes and users for costing projects. But your business is unique, and you can now create reports drawing on data throughout Systemize! to truly take your business to the next level.