InfoLog - Task Management
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VISUAL | ORGANIZING
- Organize business processes by individual task types
- Use pre-defined filter criterias to manage tasks
- Create task type related status fields and extra fields
- Flexible filtering by owner / responsible, last changed, category, project, priority, type and status
- Visualize links and attached files
- CRM view - show tasks by the contact / organization
- Show tasks in Calendar as events
- Limitation of visible rows and column width of description field
- Select columns to display
OPERATIONAL | CREATING
- Create tasks and sub-tasks
- Delegate tasks to users and/or groups
- Set start and due dates
- Set status, priorities, and completed percentage
- Link tasks to other data in EGroupware e.g. contacts and projects
- Get pre-filled time sheet entries on click
- Use general price list for timesheet entries
- Attach files to a task
- On click access to InfoLog's file storage
- View versions of attached files, revert deleted files
- Convert emails into InfoLog
- Manage multiple tasks at once (bulk feature)
- Get automatic email notifications on preferred level
- CC-feature: Use addressbook search to notify external contacts
- Option "do not notify" about changes
- Copy / Print functions
- Full-text search
SAFETY | SECURITY
- History function
- Deletion protection
- ACL - sophisticated access control lists
- Forced, default and personal preferences
DATA EXCHANGE | CONNECTING
- Data synchronization to moblie devices and desktop clients (e.g. Outlook)
- Scheduled Export / Import (CSV)
- Merge Print
- Default Spreadsheet and Text document templates for reporting and printing
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