Every Employee of the Organization has a Role to Play. Roles are created to fulfill certain
responsibilities. Hence Tasks are created to fulfill responsibilities against a particular Role.

The Task Manager helps the organization to pre-define tasks against a particular Role / Role(s) with Periodicity or automatically create tasks against the transactions executed in the ERP for the concerned user, if so defined.

The Task Manager helps to:

  • Define One Time  Adhoc Tasks,
  • Define Period Tasks like weekly, Monthly, Quarterly, Semi-Annual or Annual
  • Re-assign tasks
  • Monitor and escalate tasks
  • Re-assign task when the employee goes on leave
  • Remind the user on pending follow-ups
  • Define tasks and assign to users as meeting action items

This module is available as a standalone module or as a seamlessly integrated module with the other modules.

Features of Task Trackor:

  • Mobile Interface for task management
  • Periodic (Routine) Tasks defining and Assigning to Roles as per the Role KRA.
  • Defining One Time Adhoc Tasks to the users by Self or the Reporting Manager.
  • The ability for the assignee of the task to reject the task allocated giving a reason
  • Ability to create sub-tasks against any Adhoc Task
  • Ability to group various task under a Project and Project Manage them.
  • Track In progress completion of the tasks
  • Tasks Buckets for reminding users on due and Over Due task
  • Ability to attach the checklist to a task for the correctness of the task
  • Ability to attach documents or images to a task while marking in progress / Completion.
  • Ability to audit the task for the correctness of completion
  • Managing employee leaves with tasks during the leave period
  • Notifications of new tasks and overdue tasks on Phone, Email, SMS & Whatsapp
  • Integration with Enterprise Applications like ERP, Workflows, etc
  • Auto task creation from ERP and other applications and then monitoring/managing them
  • No Additional License Procurement Prerequisites like G Suite, Microsoft Office / 365, etc.

Analysis & Dashboards Available

  • Employee Performance on Tasks for the Period Selected.
  • Manager Performance based on his Team Performance.
  • Analysis on tasks which are rejected by the employee.
  • Scoring of the employee based on tasks completed
  • Analysis on tasks which fail the Audit Check by the Manager / Auditor.
  • Tasks dashboard for self & team.