Note details are always available
Add and Update tasks in one click
Control tasks assigned by
you to other team members
Understand where you
left off with each task
The FIRST Task
Management Solution
for
Dynamics 365
A Powerful, Simple and Effective Solution for
managing business tasks
Create and
Update tasks
Create new tasks on any view in just one click. Selecting the comment bubble allows users space to type a
description or note to reference at any time.
Task Status and
Priority
Task priorities allow users to organize tasks as high, medium or low, and the status field gives users several options to easily understand where they left off with each task.
Subtasks
Subtasks allow users to increase the level of detail in their task list by linking several “sub-tasks” to a single “parent-task”. Users can add subtasks to any existing task, with an easy expandable view to view all sub tasks related to an existing parent task.
User-Friendly
Dashboards
Native dashboards in Dynamics 365 provide a simple and convenient way to find, monitor, and manage tasks for the whole team. Expandable color-coded tasks allow for quick and easy methods to pick up right where you left off.
Custom Task Sorting
Users can sort and filter their tasks by any column in the task view. Sorting by priority is an easy way to stay on top of urgent tasks while sorting by estimated time creates a more productive daily workflow.
Assign tasks
Each new task created can easily be assigned to any user by clicking the photo of the user in the owner column and searching for another user’s name. All user photos will be automatically applied from the Dynamics 365 user photos.
Set up a free consultation to learn how Task Management for Dynamics 365 can work for your team