Management Solution
for Dynamics 365
Solution for Dynamics 365
Assign. Prioritize. Simplify.

available
left off with each task
Update tasks
in one click
you to other team members
about full power of task management
for Dynamics 365
Microsoft Planner
Create and Update tasks
Create new tasks from any view in just one click. Selecting the comment bubble allows users 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 easily expandable way 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 provide a quick and easy method 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 helps 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.
overview of task management solution
for Dynamics 365