This week in [D4H] Spotlight, the spotlight is on Tasks. Being able to record and monitor a task right through to completion is an important function for many teams. This is why we have made it part of our response team software.
By using Tasks, teams can add tasks and track their progress. Any repairs added in our Equipment management tool will also be visible in Tasks.
Tasks can be assigned to a particular team member or else can be left unassigned, so that team members can opt to take on the task by clicking [+ Add To My Tasks] within the module.
Once a task is assigned to a team member, they will receive a notification email. In addition, tasks are included in the weekly briefings received by team members. We added these features to ensure that team members can keep track of any assigned tasks with ease.
When carrying out a task, a team member can keep track of the progress. Each task starts out as [Not Started] by default. Team members have the option to change the status to [In Progress] or [Completed].
When a task is added, a due date can be set. Hopefully this will encourage team members to complete the task in a timely fashion! When being viewed, the list of tasks can be separated either by [My Tasks], [Team Tasks] and [By Item].
It is important to note that already completed tasks can also be added after the fact - Tasks can be used as a record of past tasks also. In this case, a task can be marked as [Completed] as soon as it is added. A list of Completed tasks can be viewed within the module if so required.
We hope that all of our current teams are making use of Tasks. For those looking for more information about our response team software, download an information pack.
Head of Customer Success