Task Management

Abel’s Task Management tool allows you to easily manage individual or group tasks and collaborate with team members. It enables you to quickly and transparently identify, record and act on customer concerns. This all comes with built-in traceability, escalation and management visibility.

Abel Task Management features include:

  • Smart-link tasks to a Client, Contact, Document, an external file, or even other task.
  • User-defined categories, actions and outcomes.
  • Stipulate whether actions and outcomes are required.
  • Automatic email notification preference for field personnel.
  • Enable escalation when a task’s predetermined status is not met on time or when a defined priority level is reached, enabling management assessment.
  • Ability to reassign tasks to one or more people, if security permits.
  • Expanded chronological view of tasks for a client, contact or document.
  • Viewable in an inbox, and calendar layout.
  • Tasks can be public or private. (Public tasks can be viewed by any user whereas private tasks are only available to task recipients and author.