Boost productivity

Efficient teamwork by managing and delegating tasks

With work4all, you can create and delegate tasks in no time at all — including a connection to the customer, supplier or project. Tasks can also be used as resubmissions in sales or in the organization. With the help of checklists, tasks help the project team to keep track of things.

Tasks at a glance

Thanks to the flexible configuration, the task list shows you exactly what you want to see. With time, topic, status and priority filters, precise lists are created for targeted processing.

Transparent daily information for every user

When you start the program, daily tasks and approvals catch your eye. Of course, you can access and edit tasks here. One of the many reminder functions in work4all.

An eye on the team

You can also view the tasks of your colleagues and delegated tasks. If someone from your team is absent, this feature is particularly helpful.

Integration into the customer or project file

All of your team's tasks are also displayed at the business partner's file (customer or supplier) and within the project. This means that all colleagues are aware of who has open which tasks in the project or with the customer.

Link to offers, phone calls, etc.

Tasks can be converted directly from offers, invoices, emails, etc. to create a link. The application examples are varied:

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Sales colleagues have tasks and sales opportunities available in the form of reminders. As a result, you won't lose sight of any interested parties and can follow up on offers in the future.

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Commercial employees can be reminded by completing a task to check receipt of payment following a reminder.

Work on tasks on the go

Even with the work4all app You can create, edit, or delegate tasks. For longer texts, voice input works as you are used to on Android and iOS mobile devices.

CRM/task management

Feature overview

Clear task lists

Complete editing via app

Delegate tasks to colleagues with email notifications

Access management for restricting view permissions

Resubmission date for the reminder in the future

Assignment of tasks to customers, suppliers, projects and project processes

Reminder function

Tasks are collected in checklists  and creates suitable templates