The FIRST Task
Management Solution
for Dynamics 365
Task Management
Solution for Dynamics 365
Manage All Your Tasks on One Platform in a few clicks.
Assign. Prioritize. Simplify.
Get Started
Comments and notes are always
available
Understand where you
left off with each task
Add and
Update tasks
in one click
Control tasks assigned by
you to other team members
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about full power of task management
for Dynamics 365

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    See why Dynamics 365 teams prefer Task Management Solution

    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.

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    overview of task management solution
    for Dynamics 365
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    This is what customers are saying...

    The customization necessary to optimize D365 processes were not possible in the out-of-the-box task management solutions we investigated… making the decision easy to use D365 Task Management by Skyline Consultants. This decision gives us confidence and proof of our commitment that technology generates ROI benefits time after time and year after year.

    Eddie Dieker
    President, EcoShield Exteriors

    The Task Management tool has the wow factor of colors, ease of reprioritizing on project base, individual views for daily review, and it is all in the same system as our data!  We explored at least 8 different software solutions for each of these functions.  The relief it is all contained in the same system we must have open when working with clients or reading all our email gives me hope for full user adoption.  

    Maralise Hood Quan
    Executive Director, Center for Dialog & Resolution