Tasks

Feature

Task lists can be maintained for all Consultants. These can either be entered manually throughout the system, or automatically by using the EVENT PROGRAMMER. Tasks can be recorded against Clients/Client Contacts/Candidates and Vacancies – or any combination of these – and can be given due dates and have reminders set. Each Task is assigned an owner and all of a Consultant’s tasks are displayed in their own Task Calendar. If security permits, other Consultants’ Task Calendars can be viewed. PALUSTRIS Tasks can be exported to Outlook and viewed in conjunction with tasks maintained there.

Benefits

The Task Calendar is a vital tool to ensure the smooth operation of your business. Each Consultant can easily view all their tasks for any given day or period of time thus ensuring that, for example, an important phone call is not forgotten. This is reinforced further by using the Reminder facility which will prompt the user, whatever they are doing on the system, that a task is due. The ability to view other Consultants’ Task Calendars means that even if they are unexpectedly absent, their important work will be covered.

View Screenshot - Task Calendar