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Task Manager
Our top rated features and possibilities
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The Task Manager is a relatively new feature in the Now Certs agency
management system. It is built at the request and in correlation with
some of the agency owners using the system. The module addresses the
needs for an agency owner, team leader or a manager to delegate, assign
and track the progress of tasks and projects.
List of tasks
The Task Manager
allows any user of the system to create a task. Assign that task to
another member of the team, prioritize the task, attach documents, link
it to an insured and keep track of its progress. The Task Manager adds
tremendous value to the productivity and organization of the insurance
agency. The latest tasks assigned to a specific member of the team
appear on the dashboard of the user's interface. The status of the
task, its due date and priority are visible from the dashboard. The
user can then click on the details of the task to view all of its
details, edit it or reassign it back to the manager for completion
verification.
The NowCerts Task Manager is unmatched in terms
of capability. It is user-friendly, easy to use and completely
satisfies the needs of all team members in an agency.
