Monthly Feature Showcase: Task Templates
Your time is too precious for that.
This is why we have Task Templates – to ease the administrative burden that is tasking. Before we dive into this month’s showcase, let’s first learn a little more about Juan, a Sales Associate at Appenate – who lives all the way in Argentina.
- He keeps a small family garden and has a side-career in Social Economy.
- He loves spending time with his wife and two little ones.
- We rarely see him in a zoom meeting without his Maté, which is a traditional South American tea (Also known as Yerba Maté).
So then… what makes Task Templates so great?
“Task Templates help ease the admin behind task management, adding levels of automation that any business in any industry can benefit from.” – Juan
Create A Template To Make Tasking Easy
You can assign the task to a specific user, or to a variety of automatic assignment options – such as “First Available User” or “First User To Claim.”
Once your template is created, you can select it when creating a new Task. This way you get to purge the admin of creating Tasks from scratch each time.
In-Depth Tasking & Real-Time Views
Let’s use an example – you run a construction firm. Several of your teams are busy with several tasks at the same time. Instead of having to consult a messy spreadsheet, you can check the Tasks overview Screen. If your colour-coding is set up correctly, you’ll be able to see, at a glance, the progress of your various Tasks.
This saves administrative staff – or whoever hands out your Tasks – time which can be better utilized on high-value activities.
Mapping screens, covered in our last feature showcase, also prove useful when your team is spread out across several sites.
Ready To Give Task Templates A Go?
If you’re new to Appenate and want to explore our Task Templates in more detail, start your free trial now.
If you’re already an Appenate customer and need any help setting this up, contact Customer Support here and they’ll be more than happy to assist you.
