Task management is a feature that seems simple on paper but, in practice, can make or break your business.
If you can’t keep track of your tasks, you’ll quickly lose sight of what needs to get done and when.
Luckily, EngageBay CRM provides some straightforward and helpful task management capabilities.
Let’s walk you through our experience.
We started by adding in some typical onboarding tasks at Small Business Bonfire.
Here’s how adding a new task looked.
Each task card allowed us to easily create reminders, assign users, and add notes as needed.
This meant our team could easily see what needed to be done and when.
Once we had our tasks input, we were able to view them all on an easy-to-read task pipeline (pictured below)
We absolutely loved the layout, making moving each task to the appropriate stage easy. Plus, each stage was color-coded (and customizable).
That meant we could see our progress on each task at a glance (without having to click on it)!
Our two cents: EngageBay’s task management is straightforward, easy to use, and customizable—you can’t ask for much more!
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