Task Manager

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Stay organized and streamline your planning process collaboratively with the Task Manager. Task Manager provides a personalized checklist of tasks to help you better manage your planning or consolidation process. You can add tasks and subtasks, assign due dates to them, and assign these tasks/subtasks to other users. Users, in turn, 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.
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.