Task Management

A Successful Management System

The module allows the issuing of tasks to other team members across the whole range of activities including opportunities, equipment, orders and many other functions. Tasks allow you to record deadlines, prioritise your workload and add attachments. 

Infographic about Tasks

Monitor Progress With The EasySmartForms App

Central registers and email communications keep you up to date with what has been completed and what remains outstanding. Tasks are received via the EasySmartForms App, keeping people up-to-date whilst on the move. 

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EasySmartForms has a number of packages that group modules together to suit your specific project delivery and organisational needs:

What our users say...

The CRM module in EasySmartForms has allowed us to standardize the way our quotations are presented and assist with the follow up.