Task and project management to support business activity managementTry managing daily tasks linked to contacts, activities, and your calendar.
Task management that also thinks about your business.
FreshFlow offers you a simple solution for managing daily team tasks and projects that is fully integrated with your contacts, activities and calendar. This makes tasks smartly complementary to the daily management of business activities from which tasks often arise.
The tool also includes common functionalities for effective management and work on tasks – for example, checklists, the ability to create project templates, or the ability to add comments to the discussion on tasks.
Manage business activities and tasks in one tool
Experience activity and task linking and easy project management in FreshFlow
Link to calendar and contacts
One of the main benefits of working with tasks in FreshFlow is their connectivity with contacts and calendar. Tasks are therefore a natural part of managing business activities and client relationships in FreshFlow.
In addition to the fact that the created tasks are automatically entered into the contact card or calendar, which will ensure automatic registration, you will also benefit from linking tasks to business activities, for example, when entering follow-up activities.
If you have a task arising from the meeting, it should be recorded. In FreshFlow, you create the task as a follow-up activity, which links it to the previous activity, registers it in your calendar, contact card and, of course, in the task list.
Intuitive delegation in a few clicks
In FreshFlow, creating and entering tasks is simple and intuitive.
You can add as many solvers as you like, including teams.
The solvers will automatically receive a notification and then the task will be displayed in their task board (list), calendar, or related contact tab.
Grouping tasks into a project
For example, are you multitasking on a contract and starting to lose it a bit? Simply keep track of them in projects for a better overview.
Subtasks (checklist) for each task
One task is often not enough. With subtasks, you can break down each task into specific steps that lead to actual completion – without confusion and forgotten details.
Add as many subtasks as you like, mark their status, and simply check off what’s already done.
Efficient task management in FreshFlow
Comments of the task solvers
for each problem, you can “chat” with the solvers in the form of comments (bubbles).
Easy attachment of documents
for each task or project, you can attach (or scan) a related document.
Filtering in customised tasks
Try out the wide range of ways to filter your tasks – from status, to priorities, to specific solvers, for example. And much more. You can also save your own filters.
Reminders on mobile
use the option to send a reminder of the task to your mobile phone.
Templates for recurring projects
Do you create certain types of tasks repeatedly, perhaps only at different times and for different clients? For example, arranging a mortgage, preparing a property for sale or perhaps filing a tax return for a client?
You don’t have to make a new list of the same steps every time. Just create it once and save it as a template.
View tasks in the list and on the board
Do you prefer to view your tasks in the kanban (bulletin board)? Or do you prefer to view tasks in a list?
There is something for everyone in FreshFlow. You can also easily switch between the list and the kanban.
Kanban is grouped into columns by To Do, In Progress, Completed, Cancelled, Postponed, and you can view it by specific solver, priority, or project.
Tasks also available in the mobile app
The ability to create, enter, or manage tasks at your fingertips can also be found in the FreshFlow mobile app, which is free to download from the App Store and Google Play!
User references
„FreshFlow jsme aktivně využívali při realizaci naší akviziční kampaně, kdy prokázal, že je mocným nástrojem v řízení obchodní sítě.“
„Přidaná hodnota Partners Office (personalizovaná verze FreshFlow v Partners) ve správě kontaktů je
obrovská. Každý, kdo to myslí s budováním firmy a businessu vážně, by ji měl využít. Správný time
management je jedním z klíčů úspěchu. Jak se říká: Lidé neplánují krachovat, ale krachují v plánování.
Partners Office mi dává možnost do útrob firmy a mít kontrolu nad efektivitou svých
spolupracovníků. Obě tyto funkcionality považuji za naprosto zásadní a využívám je velmi často.“
„Systém FreshFlow jsme vyhodnotili jako velmi efektivní nástroj activity managementu a interaktivní
zpětné vazby napříč celým obchodním týmem. I proto jsme se rozhodli implementovat ho v rámci celé
Kmenové obchodní sítě Allianz pojišťovny, a.s.“
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