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AutoCount- Task Tracking System(To-Do List Plugin)

What is AutoCount Task Tracking System?

The AutoCount Task Tracking System is an advanced task management solution designed to enhance team productivity and collaboration. With features like task prioritization, calendar integration, and user permissions, it helps users organize their daily responsibilities efficiently.

(CN) AutoCount Task Tracking System

This video provides a comprehensive understanding of the AutoCount Task Tracking System, detailing its features .

Key Features of AutoCount Task Tracking System

  • Task Creation and Categorization

    Organize tasks by categories to streamline assignments and ensure structured tracking.

  • Priority Management

    Tasks are assigned priority levels using different color codes

  • Reminders and Deadlines

    Set reminders for tasks to ensure no deadlines are missed. Timely notifications keep users informed.

  • Calendar Integration

    Tasks can be viewed on a calendar, making it easier to track deadlines and plan ahead.

  • Collaboration and Synchronization

    Team members can share tasks and updates in real-time. Task lists are synchronized across users, ensuring everyone is on the same page.

Why Use the AutoCount Task Tracking System?

Enhanced Task Management

The plugin provides a centralized system for creating, categorizing, and prioritizing tasks. This leads to better organization and improved productivity.

Increased Accountability with Reminders

Automated reminders notify users of due tasks, minimizing the risk of missed deadlines.

Better Planning with Calendar View

The calendar view offers a visual representation of deadlines, improving task visibility and scheduling efficiency.

Customizable Access Control

User permissions can be tailored to match roles, ensuring sensitive tasks are only visible to the appropriate personnel.

Improved Team Collaboration

Assigning tasks to team members with permission-based roles fosters smooth teamwork while allowing managers to oversee all activities.

Streamlined Workflow with Historical Data

Completed tasks and their statuses can be accessed for performance reviews and future planning.

How to Use the Task Tracking System?

1. Task Group Maintenance

  • Navigate to To-Do List > Task Group Maintenance.
  • Click New to create a task group.
  • Enter details and save the task group.

2. Creating Tasks

  • Go to To-Do List > Task List and click New.
  • Fill in task details like description, assigned user, start/due dates, and priority.

Detailed Information

  • Task Details: Includes description, assigned user, start date (with time), duration (auto-sets due date), or manually set due date.
  • Priority Levels(Row color indicates urgency.):
    • Black (Low), Orange (Medium), Red (High)
  • Targeted Completion Date:
    • Yellow: On the due date.
    • Red: After the due date.
    • Normal: Before the due date.
  • Assign permissions to team members (read or write access).
  • Save the task. A reminder will notify assigned users upon login.

Note

If the user is occupied with other tasks (e.g., processing invoices), they can select the "Notify After 5 Minutes" option. This temporarily defers the reminder, which will reappear after 5 minutes, ensuring the task remains on their radar.

3. Calendar View

  • Navigate to To-Do List > Calendar.
  • Use the calendar to view tasks and deadlines or assign new tasks visually.

4. Managing Completed Tasks

  • Temporary Purge: Mark tasks as complete to remove them from the active list.
  • Permanent Deletion: Use the Purge function to permanently remove old tasks.

5. Reporting and Analytics

  • Navigate to To-Do List > Print Listing.
  • Filter by user, priority, or completion status.
  • Click Preview to generate reports for outstanding, completed, or all tasks.

6. Access Rights Management

  • Go to General Maintenance > Access Right Maintenance.
  • Assign view or edit permissions to specific users or groups.

Note

Supervisors can see and manage all tasks. Regular users can only view their tasks unless additional permissions are given.

Who Can Benefit from Task Tracking System?

Construction

Manage multiple tasks like scheduling foundation work, painting, and installations. The plugin keeps track of deadlines and assigns responsibilities.

Software Development

Break down complex projects into smaller tasks, such as coding, bug fixing, and testing, ensuring the team delivers projects on schedule.

Retail

Assign tasks like updating products, managing orders, and scheduling promotions. This ensures smooth coordination between team members.

Healthcare

Assign and monitor duties for doctors, nurses, and admin staff. Keep track of appointments, treatments, and other critical tasks.

Marketing

Oversee campaigns with tasks like brainstorming ideas, designing content, and client meetings. The plugin ensures deadlines are met efficiently.

Benefits in Day-to-Day Operations

  • For Managers

    Gain a bird’s-eye view of all tasks and deadlines.

  • For Employees

    Understand individual responsibilities clearly and meet deadlines efficiently.

  • For Teams

    Collaborate effectively with synchronized task updates and shared responsibilities.

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Conclusion

The AutoCount Task Tracking System simplifies task management, making it an invaluable tool for businesses of all sizes. Whether managing a team of five or fifty, the plugin ensures tasks are organized, deadlines are met, and productivity is optimized.

FAQs

The plug-in allows assigning tasks to specific team members with customizable permissions (read-only or write access). Team members can communicate via task notes, making updates directly within tasks. This fosters collaboration and ensures everyone is aligned.

You can print task reports by navigating to To-Do List > Print Listing. Filter tasks by completion status, priority, or group, and preview the report. The report can be printed or exported for sharing or record-keeping.

Tasks nearing their due date will change color in the “Targeted Completion Date” column (yellow on the due date, red if overdue), ensuring users are alerted to take immediate action.

When setting a task’s duration, the system automatically calculates the due date based on the start date and length of time specified. This helps with precise scheduling and planning.

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