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New Workflow Process: Detailed Multi-Task Workflow Process - TPS Cloud Axis

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The TPS Cloud Axis New Workflow Section offers customizable features tailored to meet the firm's needs, enhancing efficiency, collaboration, and task management. This video introduces the detailed multitask process, highlighting key features:

Task assignment to specific employees, allowing each staff member to access their assigned tasks through the 'Employee View' as tasks become ready to be worked on.
The 'Employee View' functionality enables staff to log time entries for their tasks, communicate with clients via email, and access uploaded or shared files in designated folders for workflow events.
The 'Employee Board View' offers options to organize tasks from pending, waiting, in progress, or done/completed.
Capacity planning, leveraging estimated task hours allocation.
And more.

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posted by Livanud7