Task Management

BizDiary includes a to-do list feature which allows you to create and manage tasks.  Write a description of the task and then add extra details in the Notes field.

Personal and General To-do Lists

A task can be assigned to a specific user, or as a general task for anybody / everybody to complete.  Incomplete tasks are shown on each users home page, and can be marked as complete simply by ticking the check box.

Due date

An optional Due Date can be added to a task.  This lets the user know when the task should be completed by, and also highlights overdue tasks for immediate action.

Customer

Some tasks may relate to a specific customer.  The customer can be selected from the customer list.

Status

Tasks can be Incomplete, Completed, or Cancelled.

Browse and Search

As well as appearing on the Home page, tasks can browsed, or conveniently searched.

Search

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Appointment Diary Demo