Task management isn’t a novel concept. However, Tasks in Beeswax have been meticulously crafted to address some of the most pressing challenges that most free-flowing service-based businesses encounter daily. These challenges frequently slip through the cracks of conventional systems..
Beeswax provides visibility and control over the following key things:
Although these may appear to be fundamental aspects for a task management system to encompass, surprisingly, numerous task applications overlook some of these crucial elements.
In Beeswax, task management is not just about assigning duties; it's about creating a seamless workflow that enhances productivity and accountability. By integrating advanced tracking and notification features, Beeswax ensures that every task is not only completed but also optimized for efficiency.
Each task is assigned to two users: the user responsible for performing the task (the assignee) and the user responsible for overseeing and managing the task (the manager). The manager ensures that the task is completed accurately and efficiently.
Task can have the following status;
This the beginning status. It is the status Tasks start in.
When a User starts working on a task it will be in the In Progress state
Once a Task has been completed it moves to the Done state. This indicates that the Task is ready to be reviewed by the Manager.
If the Task has been completed satisfactorily it can be Closed. If however the Task needs more work it can be moved back to the To do state. A little red dot will appear next to the Task indicating that this has been returned to the To Do state after being in the Done state. It highlights to the Assigned to User that more work is needed on the Task even thought they perhaps thought they had completed it.
Once a Task has been completed satisfactorily it can be moved to the Closed state.
When a User first opens the Task list page they will see a list of all the Tasks. That is every Task for every User.
Note: Basic Users only see their Tasks on the Tasks List.
This list can be filtered to only show certain Tasks. You can filter by Status, Project or Assigned To.
You can refine the list considerably by filtering on multiple parameters at once.
The order of the Tasks can be changed by clicking and dragging the Move icon. The Move icon appears at the far left when you hover over the Task. Simply click and hold the mouse button down while dragging the Task to desired position
Note that you are likely going to be wanting to order Tasks for a specific User so you can click on this User filter in order to just show Tasks for this User and then you can order the Tasks just for this User.
All Tasks in Beeswax need be given an allocated time. This is not only an important way to plan and manage all Tasks but it also lets the User assigned to the Task know how long they are expected to work on something.
Take for instance a creative design process. If you give someone an unlimited amount of time then of course they’ll take it. This isn’t really practical or financially sensible for any business and is rarely a luxury businesses can afford. So it’s important to put time parameters around every Task. Particularly Tasks of this creative nature. And of course it’s extremely important when you are trying to adhere to a fixed budget or approved Quote.
When the User puts the Task into In Progress a number of key things happen. Firstly, the Task Status changes to a animated Green colour which is clearly visible on the Tasks page. This also appears on the Dashboard widget showing who is doing what.
