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Deliver On Time, Every Time
Turn Anything Into
An Assigned Task
If you can add an assignment, status and due date to it, then it’s a task that gets tracked to completion.
Your project managers will love the ability to create tasks that range from simple follow-ups to a conversation to a list of to-dos or creating a complex deliverable that takes sustained focus and an extended timeline to deliver.
Assign Records
To Anyone
Task management in SmartSuite starts here. Records are where the work gets done on a daily basis. Customize each record with our over 40 field types, then track it towards completion, assigning team members to entire programs, projects, or records within a process workflow.
Take a quick look and see what the status of an assignment is, plus the due date. With a quick color code, you can see if your process is on time, or if you need to give the team a push across the finish line.
Assign
Checklists
Checklist items are simple, informal to-dos that can be assigned an owner and due date. They're either open or closed and are perfect for tracking those small details that often get lost in space...or notebooks.
Assign
Comments
Just like in-person discussions, comments in SmartSuite conversations often trigger some form of follow-up action. That’s why any comment within a conversation can be assigned to a team member and tracked as a task until it’s resolved.
All Tasks Come
Together in My Work
Any team member can access their My Work dashboard, ensuring they have their marching orders on a daily, weekly, and monthly basis. Any and every task is pulled through in real-time to this feed.
Don't Forget About
Personal To-Dos
What about the tasks you assign yourself? The important items you’re working on, clients and colleagues to touch base with, or team members you’re mentoring that could use some attention. Create personal tasks directly in My Work and enjoy a unified picture of everything you’re working on. They also work great as reminders to pick up groceries.
Custom Work
In Progress Reports
Track who's responsible for what task in big projects, balance workloads for everyday operating processes, or track timelines for any grouping of tasks. Share with the team, clients or use for your own productivity - it’s up to you!
How Customers Use Task Management
Check out real-world examples of how SmartSuite tasks can be used for any program, project or process.
Program Management
Program Management Offices use SmartSuite to track multiple products under a single delivery umbrella. The 70/30 layout summarizes linked projects, displaying statuses, project managers, % complete and any open issues.
Company Initiatives
Manage annual strategic planning cycles, creating and tracking departmental initiatives. Projects can be linked to top-level company goals and aligned with team member objectives and key results.
Client Service Project Delivery
Professional service organizations with teams implementing projects for clients use SmartSuite to standardize how they deliver. They use internal solutions to record time, track budgets, and manage status, while granting clients access to cross-functional projects.
Track Portfolio Company Metrics
Private Equity, Venture Capital firms and Corporate automate reminders, creating tasks to solicit input of key metrics from portfolio companies. Founders, CEOs or Finance leads can enter metrics directly in their company records for seamless reporting.
Marketing Campaign Content
Track end-to-end production of multi-channel marketing content. Collaborate right where the work is happening and ensure the right tasks are assigned to the right resources. You’ll be winning all the awards before you know it.
Project Essentials
Task management features are built into the fabric of SmartSuite. Explore our Project Essentials field types to deliver tasks, projects and processes your way.
Assigned To
Assign one or more members to a record.
Due Date
Specify the date and time something is due so everyone’s working off the same deadline—no matter their time zone.
Duration
Track a time duration in days, hours and minutes.
Percent Complete
Always know how close your or your team is to completing any task or process.
Status
Track the overall status of things like tasks, activities, or projects. Experience the joy of marking something complete.
Checklist
Manage a list of things that need to get done. Assign items to members, include a due dates, and check them off as you complete them.
Time Tracking
Keep track of the time spent on specific tasks, along with who performed the work. Pull specific time tracking reports.
Priority
Add a priority to help team members understand which tasks to focus on first.
Task Detail
Use rich text to enter the details for each task.
Frequently Asked Questions
What is Task Management in SmartSuite?
How can I turn an item into an assigned task in SmartSuite?
What types of assignments can be made in Task Management?
How are tasks organized for team members in SmartSuite?
Can I manage personal tasks in SmartSuite?
How does SmartSuite facilitate task tracking and reporting?
Which SmartSuite plan types include access to the Task Management feature?
We understand the art and science of project management.
Get organized and deliver great work through the art of Project Management.
