Flexible Task Management
THIS is how you avoid the execution gap
With our complete strategy management platform, you get a full and flexible task management system built right in. Everything together in one place, from your strategic Vision all the way down to individual task checklists. A fully joined-up approach to strategy and execution that will help motivate your teams and drive real results.
Every task counts
We make it simple to keep a laser focus on what’s most important. With our strategic task management system, every single task links back to a core strategic objective. Your team will never lose sight of their contribution to the success of the strategy and the future of the company, and you’ll always know what’s going on across the business as you all work to make your strategy happen.
Clear alignment
With your task management naturally structured around your strategy, you can instantly see all tasks relating to each area of your strategy and effortlessly track progress.
Motivate your people
Your people will easily join the dots from tasks to core strategic objective. Never leave any doubt about how they are contributing.
Detailed and comprehensive
Make sure you have all the detail you need for every task in one place, so you can spend your time and energy making things happen, rather than looking for information.
Give start dates and deadlines
Be clear about when things need to be achieved. Keep everything moving forward with clear dates.
Set owners and followers
Follow tasks for automatic updates and remove ambiguity with clear, accountable owners.
Assign confidence levels
Keep on top of risk and pre-empt problems with clear flags about whether a task is on track, at risk or behind.
Add checklists
Drill down into more detail and add to-do lists against any tasks. Check off each job as you work through.
Write descriptions
Be clear about exactly what the task is and what’s involved so everyone is on the same page and there’s no confusion.
Attach files
Keep everything together, all in one place to save time, effort and frustration trying to find what you need.
Post comments and updates
Quickly add notes and tell everyone what’s happening. Prompt an automatic email to notify task followers and owners.
See it all on a timeline
With a one quick click you can switch and view your tasks mapped across a timeline. Perfect for project planning and time management. Easily spot bottlenecks, see when people or teams are overloaded and recognize when there’s available capacity. Maximize the team’s time and get optimal productivity to get to success faster.
Drag and drop
Quick and easy to move tasks around to different dates, extend or shorten their time period.
Filter and search
Drill down and find any tasks for a particular objective, goal, team member, time period, confidence level and more.
Custom task boards that make teams happy
We’ll automatically start you off with a task board for every goal and initiative in your strategy plan. Customize them for however you or your teams want to run things. Set up any project, initiative or work stream in its own unique way and let each team work differently, while all working together in one place, for one ultimate strategic purpose.
Drag and drop
Move your tasks and reorder your columns in moments.
Unlimited columns
Sections for anything you need, as many as you need.
Powerful search to drill right down
Our super-duper Advanced Search lets you zoom in on the detail and see exactly what’s going on. Get up to speed in moments and check out the latest progress without any hassle. Slice and dice your strategic tasks by any combination of our extensive options. Filter and search to see…
Individual and team performance
Filter by owner and follower to get a view of a team or team member.
Goal and initiative progress
Search for all tasks associated with particular objectives, goals or initiatives to get detail on progress.
What’s done and still to do
Filter by completion status to see what you’ve achieved, and what remains to be done.
What’s at risk
Search by confidence level to quickly see what’s falling behind and get ahead of problems. Look into the future and head things off at the pass!
What’s happening when
Flexibility to get a clear picture for any time period. Everything that Sue is due to start in the next 7 days? Everything that Bob started a month ago? All tasks with a deadline before the end of the month? You got it.
Automatic notifications and constant visibility
Save yourself time and let us automate all your task notifications, updates and alerts. We gently surface information to you in a number of ways. No more chasing and nagging, no more coordinating.
Automated email alerts
When a task is assigned to you, when a task you follow is updated, when there’s important changes people need to see.
Updates in your team message feed
Keep progress visible for the whole strategy team to drive momentum and fuel enthusiasm.
Task visibility in the strategy dashboard
See what’s overdue or coming up next, right in your reporting dashboard.
Weekly round-ups
Keep the wider team informed and in the loop with task updates in your automated weekly strategy update email.
