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Task Management

Streamline Your Workflow with Task Management Tools

The Task Management feature in The PeakLevel is designed to streamline your daily operations by organizing and prioritizing tasks across your team. Whether you're managing individual assignments or overseeing project deadlines, this feature helps you keep everything on track. With the latest updates, The PeakLevel Task Management has introduced new automation capabilities, enhanced collaboration tools, and improved integration with other CRM functionalities, making it easier than ever to manage your workload efficiently.

14 days free trial

Task Creation and Assignment

Task Creation and Assignment in The PeakLevel streamlines the process of organizing work by allowing users to quickly create tasks and assign them to specific team members. This feature ensures that responsibilities are clear and deadlines are met efficiently.

features

Easy Task Creation: Quickly create tasks with detailed descriptions and instructions.

Team Member Assignment: Assign tasks to specific team members or groups, ensuring accountability.

Set Priorities and Deadlines: Add priority levels and deadlines to each task to keep projects on schedule.

Task Notifications: Automatically notify assignee's when tasks are created or updated, keeping everyone informed.

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Filter Internal Tasks

The Filter Internal Tasks feature in The PeakLevel allows users to easily organize and view specific tasks within internal teams. This functionality helps streamline workflow by enabling users to quickly filter tasks based on criteria like priority, status, or assigned team members.

features

Custom Task Filters: Filter tasks by various criteria such as status, priority, and due dates for a more focused view.

Team Member Filters: View tasks assigned to specific team members to track workload and progress.

Real-Time Updates: Filter tasks based on real-time data, ensuring the most current information is always displayed.

Save Filter Preferences: Save frequently used filters for quick access to specific task views, streamlining your workflow.

14 days free trial

The PeakLevel features

Key Features of The PeakLevel

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