You can set up a task for call, meetings, to-do, and emails.
Yes, while assigning the task you can attach documents by clicking on ‘+’ icon and click on ‘Save’.
Tasks can be created for your own follow-up or be assigned to other moonstride users.
All tasks have a priority status so you can organise your daily activity based on its importance. Using the moonstride dashboard or dedicated task page, you can view all your daily tasks.
The moonstride task management is designed to empower collaboration, organisation and streamline your daily activity.
Task Management reduces the requirement to use multiple systems. Prepare for your day by viewing all your tasks in the moonstride platform showing due date and priority so you can prioritise your daily work activity. Tasks are also all linked to the relative customer, enquiry, quote or booking so you are only ever one click away.
Promote team collaboration, share and assign tasks with your team. View your teams’ daily activities and workloads.
Yes, any task can be amended. A task can be re-assigned to a different team member, change the priority status, due date, title, task detail or mark as pending or closed. All task details can be amended.
Depending on your access, as well as your own tasks you will be able to see tasks for a team/group of individuals. This is determined and set up by your user access rights defined by your administrator.
Yes, you can view, filter and export tasks from the main Task Management page providing rich analytical data into your team’s tasks & daily activity providing insights into your workflows and team/customer interactions.
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