SoTasks



Movers Task and Notification Management System

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Trust between team members so tasks can be completed without excessive micromanagement. Take your time to try out the LMS before deciding what fits you best. Market research is a grueling process that may take quite some time, especially when the person in charge is not very well versed with that type of software. Two factors come into play.

Triggered Task Automation with Managed Supervision

  • Stay on top of life's everyday challenges with Tasks IQ, a simple yet powerful to-do list app and task manager designed to help organize and prioritize your daily tasks and to-dos in a logical, intelligent manner for maximum productivity. Find out how this highly flexible to-do list app can handle your to-dos, grocery list, shopping list, checklists, gift lists, project management needs.
  • So Tasks or Events are the objects that you choose when creating Workflow Rules. Setup - Create - Workflow Rules. That is where you create a workflow rule for.
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Our Movers Task and Notification Management System is a huge and critical part of on many levels. At its simplest level, the Task Manager allows a user to create a task for an order, and send it to another user for action as a One-Time Task. Each task notification is sent out as an email to the assignee, and is also linked to a job, so tasks can be looked up both by the shipment and also by task assignment.

Triggered Task Automation with Managed Supervision: Triggered Tasks and Task Notifications take the “One-Time Task” to another level by creating targeted tasks for specific users based on events in the life cycle of an order. Salesperson appointments, inbound leads, work event schedules, job bookings, status changes, revenue and billing activity, and more, can all drive automated task activity, including text notifications.

Calendar Event Notifications: Task Manager also generates automated calendar events for Outlook, Google, or iPhone, for both salesperson and worker events. Work calendar events include embedded address and phone number integration, allowing 1-click access to smartphone mapping and phone calls. Your entire work event calendar may also be exported to a shared Google calendar if you wish.

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Task Supervision: Most importantly, Task Manager Supervision allows high-level management of all aspects of company work flow, including handling task reassignment and worker turnover without loss of control. As with all CompuMove management functions, custom user levels allow you complete control of who can supervise, or be supervised, both by user and also by branch or division.

Worker Task Manager

The Task Manager system works like private in-house email, but with each task also linked to a job, so tasks can be looked up both by the shipment and also by task assignment.

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Task Detail

Anyone can look into a job and see the status of pending and completed tasks, along with detailed task notes, including a date- and time-stamped history of the task.

Shipper Text Notifications

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Text-Message Notifications for shippers flow from salesperson appointments, including both confirmations and reminders, and notification texts for workers are triggered by scheduled crew assignments.