iTools Delegated Tasks Management

Improve team efficiencies by effectively managing tasks you have delegated to others.

• Use the Delegated Tasks list to remind yourself of the tasks you have delegated to others and when they need to be completed.
  
  
• Sort and filter the list of delegated tasks to give you the view you need to report status or take action.
  
  
• Add the Delegated Tasks list to your Home Page for quick and easy access.
  
  
• Get the big picture by customizing a full page tab with your Delegated Tasks.
  
  
• Receive an instant notification when a task has been completed or re-opened. Link back to the delegated task for follow-up or review.
  
  
• Facilitate effective communications and let iTools notify the owner when a new event has been assigned to them.

Monitor open tasks related to Leads, Accounts, Opportunities, Cases or other objects that you own, regardless of who created those tasks and to whom they are delegated.

Customize E-Mail notifications using templates and merge fields. Both HTML and Plain Text versions are supported.

Delegating a task is only the beginning; let iTools help you keep track of it until it is completed.