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What is a Management Dashboard?
The term Management Dashboard defines a wide range of data reporting and visualization tools or dashboards that allow using various performance & efficiency measures to report on an enterprise’s ability to organize and coordinate its activities in accordance with certain policies and in achievement of pre-determined objectives. What is a Management Dashboard?
 
 
 
 
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In this Money Management Action Plan you can read a range of tips and suggestions that will help you manage your money in an effective manner.

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Home » Delegating Tasks » The tasks can be assigned to resources automatically
The tasks can be assigned to resources automatically  

The tasks can be assigned to resources automatically



 
 

The tasks can be assigned to resources automatically

Frequently certain managers in the company work with particular clients and the tasks that are related to these clients should be automatically assigned to team member who had dealings with them earlier. In our days of advance you can simply lighten your working process and save time even on delegating and assigning the tasks to your employees. All you need for that is to have specific team management software that will help to spend less time on work organization and more time on your productivity increase.

"Automatic assignment" To Do List

  • When you are delegated the task that is also assigned on your colleagues, start doing your part of the task
  • When it's completed, don't hurry up to run to other team members and tell them that you did it or any other details about the task
  • Use software to exchange the comments about the task with your colleagues

Action plan

  1. Start your team management software
  2. Create new task custom fields 'Assignment' and 'Client'
  3. Into the formula entry field of custom field 'Assignment' enter following formula:
  4. iif ($cf_client=1, 2, iif($cf_client=2, 1, 3))

  5. Create a new task and enter its 'Client' field

See also:

 How to save your time by delegating the project to a group of employees

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