TASKS AND COMMENTS
Delegate and manage tasks with ease
Add tasks to any email, document, phone call record or meeting note. Delegate tasks effortlessly, share task lists and use comments and notifications to take team collaboration to new heights of efficiency.
Delegate tasks without leaving Outlook or Office
Simply add a task or comment to the email, spreadsheet or meeting note to delegate a task, with
- Create a task for yourself or delegate to a team member, and set deadlines
- With seamless Outlook and Office integration, you don’t have to leave the email or document you are working on to allocate a task or share information with your team
- Add tasks to a phone call record or meeting note, without leaving the client workspace
- The task will be linked to the original email, document, spreadsheet, phone call or meeting note, providing immediate context
Clear to-do lists for every team member
Plan and track workload the easy way across your practice with
Custom Task Views
- View outstanding tasks by individual, client, job or practice-wide
- Create custom task views for each person or team within your practice
- Build ‘to-do’ lists for each staff member of task they need to complete
- Make sure everyone know their responsibilities
Make sure nothing gets missed
When it’s easy to see who’s doing what, your practice runs much more efficiently.
Enjoy a birds-eye-view of outstanding tasks, with Shared Task Lists
- View outstanding tasks by person, job, client – or even practice-wide
- Complete overview of tasks that need to be completed
- Practice-wide visibility of responsibilities and progress
Make team collaboration a breeze
Add comments or tasks to emails and documents, right where they make the most sense, with
- Add comments to client phone calls, meetings, jobs, emails or documents
- More efficient than forwarding internal emails with attachments – simply add a comment to the email instead
- Maintain a ‘comment’ history that keeps everyone in the loop
Keep track of tasks with automatic notifications
Receive automatic Notifications in-app or by email when tasks are assigned, or completed, making it easy to keep track of Tasks and Comments.
- Be automatically alerted when process automations have occurred
- Create comments that can be defined and triggered as part of the automated process
- Set up notifications for one or many users
“God, I love this program!”
"FYI combines email, workflow processing, task management, customer relationship management and more. It will be exciting to watch the progress on this one."
“One of the biggest frustrations we have is people not finding procedures easily and filing documents in different places. FYI's structured filing system solves these problems perfectly. Thanks for putting together such an awesome program.”
"FYI blew me away. It’s more than a document management solution …..it’s a way of re-casting all of your processes internally and automating them. And it’s an absolute game-changer."
"Changing document management systems was a huge call for our practice. It wasn't until we came across FYI that we were able to make the right decision. The roll out and migration of documents was both efficient and cost effective. Our team jumped on it from day one and it has all been very seamless and efficient - we wouldn't go back"
"The transition from MYOBAE to FYI was seamless and the FYI team walked us through every step. We have been using FYI for a week and the time saved already outweighs the initial costs."
"FYI’s jobs board will completely transform the way we manage our workflow, reports and meetings. It’s a real game changer!"
"FYI has been a huge boon for our practice given the challenges around COVID. We are comfortably able to send the majority of our staff to work from home thanks to your great software."
“Having FYI right now to help manage Job Keeper requirements is making my life waaaaay easier”
“FYI’s email integration is the easiest that I have ever used. Transferring our files onto the platform was easy and we have been pleased with the easy access to records and use of templates for standard letter and email generation.”
“FYI was the missing piece to our tech stack puzzle. It provides us with what we need from a document management system, plus a lot more.”
Want to see FYI in action?
Join a live platform tour and let us show you how it all works.