TASKS AND COMMENTS

Delegate and manage tasks
with ease

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 an email, spreadsheet or meeting note to delegate a task, with ease.

  • Create a task for yourself or delegate to a team member, and set deadlines
  • Seamless integration with Outlook and Office means 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 Comments

  • 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

FYI’s task system is outstanding and has had a profound effect on limiting the number of emails we send as a business.

Jarrod Bramble, Partner –
Cutcher & Neale

Want to see FYI in action?

Book a demo or start a 30-day free trial today.