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Task Management 

Collaborate with your team using Microsoft Tasks, created, assigned and edited within your Client or Project Records

Create Microsoft Planner tasks in SharePortals records or against SharePortals documents. Use familiar planner tools and interfaces to maintain visibility and accountability across all of your team activities.

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Effective Task Management Starts With SharePortals

  • Create and track tasks against specific records.

  • Use Teams, Planner and To Do apps to collaborate.

  • Merge personal and group tasks to avoid duplication.

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The Key Benefits of Microsoft 365 Task Management Tools with SharePortals

Awareness around records tasks is crucial for businesses of all sizes - gain clarity on who is accountable and responsible for delivering them effectively.

Keep record-related tasks tied to the right contact, case or document.

Clarity

Cut time switching between apps.

Efficiency

See tasks in one view across Teams, Planner and To Do.

Centralisation

Everyone knows what’s due and who owns it.

Accountability

Unsure if SharePortals is right for you?

Try the free version in your Microsoft 365 tenant to see how it can streamline workflows and improve visibility across your business.

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