My Tasks is a module especially designed to simplify tracking and updating the achievement status of the daily activities. The module is perfectly integrated into Charisma ERP Core so that the user can transfer or synchronize easily own activities with other planning solutions (MS Outlook).
- Tasks are entered quickly. Tasks can be entered quickly, directly from the application and can also be sent via e-mail. Tasks can also be created as Charisma documents (invoices, payments, accounting notes, etc.) and associated with the document of origin for an easy navigation from the task to the document;
- The application provides pre-defined values for deadlines, which can also be configured by the user. Also provides automatic pre-filling of contextual data (date, time, task category);
- Plan and view tasks for a certain period of time;
- Edit tasks. The application allows editing tasks, so in case a subscriber comments or modifies one of the tasks already created, the other subscribers can watch the status of the actions performed on that task;
- Notifications and alerts. The user can choose to be notified about exceeding the deadline for a task, and this functionality is available even when the application is offline
Clients My Task