TASKS
Create and delegate tasks with ease
Add tasks to any email, document, phone call or meeting, and assign them to a member of your team, effortlessly.
Create tasks
- Outlook and Office integration means you don’t have to leave the email or document you are working on to allocate a task or share information
- Easily create a task for yourself or a team member and set priorities and deadlines
- Tasks can be created directly from an email in Outlook, or from a Word, PowerPoint or Excel document in Office
View task lists
- View outstanding tasks by client, or across the entire practice
- View a complete list of outstanding tasks assigned to you
- Helps track workload and efficiency of client service
- Ensures nothing falls between the cracks
Collaborate on tasks
- Delegators automatically notified when task completed
- Notifications received via the FYI Dashboard or email
- Add comments to tasks to assist in team collaboration
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