Assign a task to colleagues and provide follow–up. Working in a multi company environment such as a group, consultant or Fiduciary/service provider? Have a quick overview on your own tasks to ensure proper follow-up and execution. Choose if you want to share a task with everyone or keep confidential for yourself and share with a selected participant.
Choose if you want to share a task with everyone or keep confidential for yourself and share with a selected participant.
File your task as you wish with an easy way to add or edit categories
Have a proper dashboard to follow your task and make it collaborative