The Inmanage application allows you to effectively manage team-based task and process tracking. This guide will walk you through the steps of team-based task and process tracking. Steps for Team-Based
Click on the "Dashboard" Button in the Sidebar: Access the team-based task and process tracking screen by clicking on the "Dashboard" button located in the left sidebar.
View Team Tasks: In the dashboard, you can see all tasks and responsibilities assigned to you on the "My Tasks" page. This page lists the start and end dates, task status, and assigned personnel in detail.
Track Tasks on the Overview Page: On the "Overview" page, you can view a summary of all tasks assigned to your team and projects. This page includes the start and end dates, priority levels, and assigned personnel for tasks.
Examine Task and Project Progress: In the dashboard, you can review the overall progress of your tasks and projects on the "Mentions," "Meetings," and "Review and Approval" pages. These pages show the stages of your projects and who is involved in which tasks.
Use Filtering Options: In the dashboard, use the "Filter" button located in the top right corner to customize the view of your tasks by work, project, unit, or time intervals. This allows for more organized and effective task tracking.
Plan Daily and Weekly Tasks: Access the "Daily/Weekly" area from the dashboard to plan your tasks daily and weekly. This area shows how much time you plan to allocate to your tasks and how much time you have spent.
Integrate Calendars: Facilitate team task and process tracking by integrating applications like Outlook and Google Calendar. These integrations allow you to view all your team's tasks and events on a single platform.
Features of Task and Process Tracking Overview: View the summary status of all team and project tasks, and track task completion times and responsible individuals.
Mentions: View where you are mentioned in tasks and projects and see related comments to take necessary actions.
Meetings: Track your team's upcoming meetings and approve or reject meeting requests.
Review and Approval: Check completed tasks and projects, enter the approval process, and make changes if necessary.
Timely Completion of Tasks: Ensure that your tasks are completed within the specified time frames.
Regular Updates: Regularly update the status of your tasks and projects to inform your team.
Calendar Integration: Track all your team's tasks and events regularly by integrating calendars. This guide explains how to manage team-based tasks and processes step by step in the Inmanage application. By organizing your projects more systematically and accessing them easily when needed, you can create a productive working environment with your team.