Assign and Follow-Up
Collaborate effortlessly. Mothernode lets you create tasks and assign them to other users in your group. They’ll get an email with their new task assignment and you’ll get a follow-up email when they’ve marked it complete.
Task Templates
Save time by creating task templates for recurring or common tasks. Task templates allow you to incorporate your business processes into Mothernode that can be quickly assigned to any customer, contact or transaction.
Auto Tasks
Create self generating tasks when new records are created that are automatically assign to a person, department and have a predefined due date that synchronize with your MS Outlook or iCal calendars.
No matter your business or industry, you depend on tasks to accomplish action items and key deliverables of all sizes. Mothernode helps you achieve your milestones, and includes innovative features that help make managing tasks simpler. Reduce your list of tasks by incorporating sub-tasks that typically belong together or create templates for your most common tasks. Whether you’re creating deliverables for customers or follow-up actions in your sales process, Mothernode Tasks can make a difference in the way you get things done.
- Assign tasks to other users
- Dispatch tasks out to users via email
- Receive email notifications when tasks are completed
- Create task templates to create common tasks
- Use sub tasks to group common to-dos in your tasks
- Assign tasks to a customer
- Synchronize task due dates with MS Outlook and iCal
- Use auto tasks to automatically create new records
- Set task priorities, start dates and due dates