Neodeluxe Advanced Task Management is a powerful tool designed to simplify and automate your task management. It helps you manage tasks more efficiently by automating their creation and assignment to the most suitable staff members based on their skill set during case resolution.
- Simplified Task Management
Neodeluxe Advanced Task Management simplifies and automates task management by efficiently creating and assigning tasks to staff members with the appropriate skills, roles or capabilities. Staff members can manage case tasks directly in Filevine through the Neodeluxe Sidebar Extension. - Automated Task Creation
Tasks are automatically generated based on user-defined queues, which can trigger task creation based on specific criteria or the completion of other tasks. Users can receive automatic tasks or manual task assignments. - Single Task Creation
Staff members can create individual tasks directly through the Neodeluxe Sidebar Extension, which are not linked to queues or task flows.
- Task Customization
Each task can be customized with various due dates, priorities, and required actions, facilitating better management and prioritization of work. - Insights and Performance Tracking
The application provides clear insights into processes with easy access to important data and statistics. This feature helps track task progress, and assess overall performance, enabling informed decision-making. - Overall Benefits
By using Advanced Task Management, you can automate task management, streamline workflows, and gain valuable insights into your processes, leading to greater productivity and smoother operations.
Here are some of the key benefits of the Neodeluxe Advanced Task Management
Admin:
- Create labels to identify skills, roles or capabilities and assign it to users, and queues.
- Configure assignment type, business days, and holidays.
- Create project-based task queues (Where the same task applies to multiple projects configured in the queue).
- Customize advanced priorities, escalation queues, and SLAs.
- Automate task creation based on entry, and exit criteria.
- Trigger tasks based on other tasks that were completed to recreate business work flows
- Visualize task dependencies.
- Monitor task progress in real-time.
- Reporting dashboards with queues, tasks and users Insights
Users:
- Through the Neodeluxe Sidebar Extension and the Neodeluxe Portal:
- Resolve new tasks or claim manual tasks from the queues.
- Add notes to tasks.
- Complete tasks with customized resolution types to classify tasks between completed, solved, and completed but no solution.
- Snooze tasks for later or put them back in the queue.
- Create single tasks, not related to a queue or task flow.