First Previous - Page 1 of 1 - Next Last

Task Management

  • Practice Licence
  • 37 posts
  • # 118362

Hi

 

I'm looking at getting some task management software to record all my deadlines & tasks for each client

The must haves are;

  • To make the task a recurring one either weekly, monthly, quarterly etc 
  • To be able to see the task due dates without having to go into the task each time
  • Ideally to be able to see the tasks on a calendar

 

I've looked at GetBusy but it's just too basic.

 

Does anyone use anything that can do this that they would recommend?  My budget is limited but i'm trying to build a foundation on which i can grow...

 

Thanks in advance!

Karen x

  • Member PM.Dip
  • Practice Licence
  • 93 posts
  • # 118465

KarenG2 said:

Hi

 

I'm looking at getting some task management software to record all my deadlines & tasks for each client

The must haves are;

  • To make the task a recurring one either weekly, monthly, quarterly etc 
  • To be able to see the task due dates without having to go into the task each time
  • Ideally to be able to see the tasks on a calendar

 

I've looked at GetBusy but it's just too basic.

 

Does anyone use anything that can do this that they would recommend?  My budget is limited but i'm trying to build a foundation on which i can grow...

 

Thanks in advance!

Karen x


 Have a look at Onkho, it provides task management, deadlines, letters of engagement, client document savign, automated emails to clients to chase paperwork  and all sorts, I had spent a couple of years looking at practice management software but as we only have 15 clients and 3 staff members all the others were going to be expensive as they charge per user whereas Onkho is £1 per client plus VAT per month.  It is simple to set up

First Previous - Page 1 of 1 - Next Last
bottomBanner
loading