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Navigation : Product > independent Asset Managers > Time and task Management / monitoring of relations

Time and task Management / monitoring of relations

This module enables the user to manage specific or recurring tasks as well as deadlines to which they may be linked.

  • The first part is related to task management.

    This module is integrated into the whole solution and is mainly updated by the application program. Many automatic links exist. These include:

    • Expiry date of legal documents
    • Expiry date of mandates
    • Appointments and visits to customers
    • Etc.

The user can also define his own specific or recurring tasks. For each task he may mention subordinates, projected duration of work (planning), date of recall etc.

  • The second part is a powerful reporting tool.

    It makes it possible to consult tasks and related deadlines according to many criteria:

    • by users, groups or for any user, with protection of access
    • by entities, mandates and/or deadlines
    • by using specific time intervals (day, week, fortnight, month, quarter, half-year or year)
    • by using customized time intervals
    • Etc.
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