General Features

As firms get larger, it becomes difficult for partners and managers to track the progress of tasks assigned to their staff. They often resort to spreadsheets or project management software.

These approaches may be cumbersome to use, difficult to maintain, and are not usually integrated with their contact management or time & billing systems. The powerful Project and Task management features within Clientware reduce or eliminate the need for these stand-alone solutions.

• Tasks are created by any user from anywhere in the application.
• Tasks are created as billable or non-billable.
• Billable tasks can be budgeted in hours and/or dollars and organized into projects.
• Billable tasks are assigned a default charge rate.
• Tasks are assigned to anyone within or outside the firm.
• Jobs are tracked by reviewing charges against tasks and associated notes.
• Clientware can be configured so that a default task is automatically created whenever a new client is entered into the system. This makes it possible to charge time to a client right away.
• A new time/disbursement charge or note related to the task is created with one click.
• Tasks are exported to MS Outlook for off-line use or synchronization with a hand-held device.

To view screen captures, click on the thumbnails in each section.

Tasks Viewer

• Each user has a task list allowing them to view and manage all tasks assigned to them.
• Managers view the tasks they 'own' and have delegated to other staff.
• Unread tasks are highlighted in bold and appear automatically on the user's home screen.
• Tasks are prioritized, given start and due dates and linked to any contact within the database.
• The task detail screen displays a list of charges and notes related to it.

Filter Tasks

• The task list is filtered using up to 15 criteria or sorted using an explorer-style view which groups tasks by client and project.
• Task filter remembers your last filter criteria from session to session, so you don't have to reset it.

Project/Task Templates

• Projects and tasks are saved as templates for re-use in the future such as an audit project with several tasks, repeated each year.
• Templates provide a means of budgeting and managing fixed-price jobs.
• Templates are used for any contact/client.

Collaboration

• Flag items with remarks (contacts, tasks, charges, file links, notes, messages).
• Flags can be used to highlight or remind any user about a particular item.
• The flag capability can be applied to enable discussions and collaboration between users.
• Flag creator can confirm that a notified user has read the flag.
• Staff notices can be issued to All Users.