Task Management
Im 1Tool you can define different tasks and assign them to your employees in order to efficiently manage your activities...
Task Management
- General
- order management
- other
- Company Wiki
- seminar management
- resource plan
- revenue
- Financial management
- are built on?
- Organization
- Accounting
- Task Management
- Time recording
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contact management
- Create contact person/define contact person contact type
- Actions for multiple contacts/contact groups
- Worksheets Management Widget – Contact
- Contacts - Orders
- Add multiple contact addresses
- HTML Widget – Contact
- 1Tool as customer management software
- call log
- Contact information
- label printing
- Contact History/Notes
- Quick Search
- contact management
- Create contact group
- Create contact group
- Salutation – Contacts
- Define contact types/views yourself
- Favorite Contacts
- Manage Distribution Lists
- contact map
- Change contact picture setting
- Mail Templates
- Change contact picture
- Industries
- Create new contact
- AZ contact search
- contact search
- Awards
- Features
- Email link
- Navigate
- Shop
-
Update
- Tips for GDPR-compliant use of your recruiting software
- Our new merchandise management module is online!
- BusyContacts plugin for 1Tool!
- New 1Tool Version 3.4.2 online!
- New 1Tool Version 3.3.27 online!
- 1Tool version 3.3.16
- The new 1Tool version 3.3.13
- Let our new 1Tool Version 3.3.2 inspire!
- Discover our new 1Tool Version 3.3!
- New features with 1Tool version 3.2.18
- The actual 1Tool Version 3.2.0 is now online!
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Newsletter
- Create newsletter template
- Create newsletter
- Insert newsletter content
- Insert newsletter content
- Subsequent editing of content
- Email Marketing Tool
- newsletter template
- Forms
- Newsletter form
- Newsletter settings
- Delete newsletter
- Optimize newsletter views
- Insert button element
- Newsletter salutations
- Insert icon element
- insert line
- send newsletters
- Insert unsubscribe link
- Insert separator
- Insert text element
- Campaign overview
- campaign management
- Create a newsletter campaign
- The new newsletter module
- Newsletter template placeholder
- Insert picture element
- Hard bounces cleanup
- Newsletter reports
- Newsletter registration on the homepage
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Opportunities
- Opportunity Stages
- Create sales opportunities
- Opportunities
- Sources – Opportunities
- Opportunity stage status and probability
- Turnover/sales report by mail
- Opportunity detail view
- Opportunity Reports
- sales targets
- Revenue Goals Reports
- Opportunity Funnel
- Opportunities Overview
- Opportunity Dashboard
- product management
- ERP
-
Invoices
- Create invoices/orders in a new phase
- Invoice options
- accounting groups
- to process bills
- Canceled invoices
- invoice report
- data collection log
- Sales data invoices
- Invoices – General settings
- Tax Free Invoices
- Invoicing for small businesses
- Payment methods
- Payment texts – invoices
- reminder circles
- Create Daily Income
- Invoice/Payment Text Contacts
- Discountable Products
- Payments
- Subscriptions
- Projects
- User administration
- applicant management
- Calendar
- Cost Management
- Document Management
- Import / Export
- integration/synchronization
- SMS marketing
- Dashboard
- Reservations/Bookings
Daily time tracking report/Daily task report
With the daily time tracking report or task report, you get an insight into the recorded working times every day by e-mail...
Task creation user rights
To prevent planned project times being exceeded for customer projects, you have the user rights for task creation...
Create new task
new To create a new task, go to Organization – Tasks – Create task. Alternatively...
Mark task as done
To mark a task as done, first go to the task overview under Organization – Tasks...
Tasks overview
The task dashboard can be found under Organization – Tasks – Overview 1Tool There are three types of tasks:...
Task detail view
The description of the task is presented in the detailed view of a task. Every employee has the opportunity to...