Now everyone within your organization can keep track of what’s going on. Using PortalProdigy’s Task Management and Tickler Notes system everyone can manage and schedule their activities, appointments, meetings, tasks, reminders, follow-up, notes, and more. It is also a fantastic groupware tool for collaborating on assignments, projects, and customer opportunities. Tasks and notes can be designated as private or they can be shared with permitted users including other members of your organization, clients, contractors, etc. Task Management and Tickler Notes is fully integrated with PortalProdigy’s other features including Contacts, Help Desk, Members, Orders, Products, Requests, and Time Billing, allowing you to attach notes and relate tasks to specific data records.
Task Management and Tickler Notes features and benefits include:
Task fields include:
Note and Time Log Entry fields include: