Skyline Consultants offers a simple and effective task management solution that lives entirely inside your existing Dynamics 365 Application, while offering comparable utility to many of the leading tools on the market.
D365 Task Management by Skyline Consultants is built on top of the existing Dynamics 365 Task entity and therefore fully integrated to your company’s existing Dynamics 365 environment.
The result is a simple dashboard within D365 that allows users to create, view, manage, update, assign, and relate any
task record to any other D365 record.
This solution is especially valuable for businesses with heavy back-end processes.
Create and Update tasks
Create new tasks on any view in just one click. Selecting the comment bubble gives the user 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.
Drag and Drop tasks according to your priorities
Use the drag-and-drop function to visualize your tasks according to your priorities. Click on a task and hold your mouse to quickly move your tasks wherever you need them.
Sub-tasks 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.
Native dashboards in Dynamics 365 provide a simple and convenient way to find, monitor and manage tasks for the whole team. The expandable color-coded tasks created 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. One option is sorting by priority, an easy way to stay on top of urgent tasks. Additionally, the sorting by estimated time option can create a more productive daily workflow.
Each new task created can easily be assigned to any user. Simply click the photo of the user in the owner column and search for another user’s name. All user photos will be automatically applied from the Dynamics 365 user photos.