A task from the document
Resolution, assignee and deadline straight from the letter, contract or order.
Task & Resolution Management
Assign work straight from a document or on its own, watch the deadlines and see delivery by department.
from a document to a task
reminders before the deadline
view of the whole workload
Most documents ask for something to be done: a letter needs an answer, a contract needs its delivery watched, an order needs someone to carry it out. When the task lives in a separate program, or only in what someone was told, it drifts away from the document and the proof that it was done rests on memory alone.
In UniDocs the task is created from that same document and stays attached to it. A manager’s resolution becomes one person’s task with a deadline, and once it is done the reply and its attachments are visible in the same chain.
Features
Resolution, assignee and deadline straight from the letter, contract or order.
Break a large task into sub-tasks, each ticked off separately.
Automatic notice before the deadline, on the day and once it passes — to the assignee and to their manager.
Workload and deadlines kept, by person and by department.
Workflow
FAQ
Yes. It can go to a department, whose head then passes it to a colleague. Both steps stay in the history.
Yes. The statistics page shows open, completed and overdue tasks for each colleague and each department.
Yes. A notification appears in the system and is sent by email as well; each person can choose which events they want to hear about.
Did not find your answer? Contact us or visit the help centre.
One ecosystem