Task Management2019-01-10T18:56:16+00:00

Prioritized Task Management

Knowing what Tasks are most important will increase your productivity. Spend less time sorting through long lists of TO-DOs or paper checklists and more time accomplishing important objectives. PlanPlus Online makes it easy to keep track of all your Tasks and prioritize them using the A,B,C,1,2,3 system. The Quick Prioritize Wizard provides a useful interface for drag & drop Task Management based on day and importance. Delegated Tasks are delivered via email to the recipient and all updates are tracked in your PlanPlus Online account. No account is required for a recipient of a delegated Task.

  • Prioritized Tasks
  • Daily and Master Tasks
  • Forward Tasks to Today
  • Drag & Drop to Calendar
  • Quick Prioritize Wizard
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Report Time by Each Case

Automatically report each user’s time spent on each Task and relate to each customer. Create reports based on client, company and project as well as manage service / time retainers for credit and billing.

Task and Project Completion Meter

Users record the percentage complete for each Task in a Project. This rolls-up to measure overall project completion. Tasks automatically roll-up to customers and time sheets. As each user reports their actual hours worked it is cross-referenced with the user’s time sheet.

Task Workflow

The flow of information is automatically recorded in each Task or Sub-Task. Documents and file attachments are automatically uploaded into the Project document library. Project Task forums enable users to exchange ideas for the Project; nothing is ever lost.

Project Task Standard Features

Every Project Task contains the following features: Task summary / details, time sheet (actual hours worked), estimate of completion, status, priority, group, and type. The Task history tracks all changes, including date and author.