Task Management

Task Creation Features

Task owners and system administrators can now create personal or global task templates. These templates facilitate the creation of tasks that are similar.

Task distribution lists can now be filtered based on location properties.

Gatekeeper functionality

Tasks can now be routed to one or more central gatekeepers. Gatekeepers have the ability to see the capacity for additional task work at the locations within their area. The gatekeepers can determine which tasks are released, and which are returned to the task owner for adjustment.

Task Owner Status

The task owner can now track the status of all their tasks. The owners have visibility to completion and in-progress rates for the overall task. As well, the owners can drill down to view the individual store task status.