Using Task Manager

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Stay organized and collaboratively streamline your planning process with Task Manager. Task Manager provides a personalized checklist of tasks to better manage your planning or consolidation process. You can add tasks and subtasks, assign due dates to tasks and subtasks, and assign tasks and subtasks to other users. In turn, users can comment on tasks and subtasks as well as attach meaningful information in the form of documents. Additionally, you can set up quick Planful navigation links to a task or subtask for direct access anywhere within the application.

Note:

Task Manager is enabled for all existing and new customers.

Note:

Whenever a task is created, updated, completed, or deleted an email notification is sent to all the relevant individuals associated with the task. For more information, refer to Email Notifications for Task Manager.