• CRM Solutions Overview
• Marketing Automation
• Sales Automation
• Customer Support
• Project Management
• Time, Invoice & Billing
• Mobile CRM

Task Management

Benefits

Task management is synchronized through shared lists and schedules. Teams share identical information from the EBSuite's Project Management document library with version control and file check in/out managed automatically. Integrated with EBSuite's Customer Support module to track customer's cases through engineering to resolve bugs and apply patches to each affected customer. Like all EBSuite solutions, the Project Management module is delivered online and accessible via the internet. So distributed teams-anywhere in the world-can collaborate and coordinate using all the most up-to-the-minute information.

Highlights

Report Time by Each Case

Automatically report each user's time spent on each task and relate to each customer. Create reports based on client, company and project as well as manage service / time retainers for credit and billing.

Task & Project Completion Meter

Users record the percentage complete for each task in a project. This rolls-up to measure overall project completion meter. Tasks automatically roll-up to customers and time sheets. As each user reports their actual hours worked it is cross-referenced with the user's time sheet.

Task workflow

The flow of information is automatically recorded in each task or sub-task. Documents and file attachments are automatically uploaded into the project document library. Project task forums enable users to exchange ideas for the project, nothing is ever lost. Everything about the project in one resource.

Project Task Standard Features

Every project task contains the following features: task summary / details, time sheet (actual hours worked), estimate of completion, status, priority, group, and type. The task history tracks all changes including date and author.