Enterprise Task Management platforms have evolved, and now your people can do more with far less, by being innovative, collaborative but on mission, and through utilizing a set of tools that take task management much further than you ever thought possible.
In particular, combining a universal work platform with a No Code or Lean BPM means that your people always know what needs to be done next, by when, with what resources and documentation, and where the work needs to progress upon being completed. The flexibility that is provided with a Lean BPM and Enterprise Task Management combination means process and workflow management become much more agile, allowing your strategy and execution to become the focus of your energies, rather than on the deployment of another business system.
Enterprise Task Management functionality in combination with Lean BPM should include the following:
An at-a-glance dashboard to provide everyone instant information on what they need be working on to achieve individual, team and organizational goals. This should include easy navigation, critical alert notifications, the ability to enter new data points, easy to use timers and automated reports that can be scheduled and distributed instantly.
Task lists which allow management and users to establish what their top priorities are, their work status including overdue work and jobs which are about to hit their deadline. In addition, this should allow for batch editing to modify tasks in bulk. Ideally, drag and drop functionality should also be employed and the ability to sort tasks by any available field.
Calendar views and scheduling, including the ability to integrate and sync with commonly used calendars such as Microsoft Outlook or Google Apps, with multiple views for daily, weekly and monthly scheduling, ensuring all team members are productive and fully utilized. In addition, recurring tasks should be easy to set up, and role based permissions should make administration and security simple and straight forward.
Customization of forms is a huge advantage to have, especially the ability to design forms to suit your purpose, with customized fields including the ability to ensure field completion is mandatory to close a task down and move the work on to the next step in the workflow. A prized feature is the ability to embed information from other systems across the organization or from third party applications, such as Google Maps.
Recurring Tasks should be able to be established both automatically and manually, with simple recurrence rules, however they should also be capable of triggering workflows and automatically create the associated tasks and projects.
Daily summaries of activities should be emailed to management and users in accordance with their permissions, and at the start of the working day to help plan their day. The ability to highlight current work, especially those jobs and tasks which need to be completed today is vital. More important is the advance warning required of those items which are themselves in danger of becoming overdue. Team summaries should also be provided for managers and supervisors.
Globalization requires simple scheduling and time annotation in local time zones, with automatic adjustment between collaborating staff despite being in different parts of the world and on different time zones – this should also include automatic adjustment for local daylight savings which is applied on differing dates depending on the country concerned. Ability to render in multiple languages – including non-Latin alphabets, such as Cyrillic, Hebrew, Japanese, Chinese and more.
Creating tasks from emails is a powerful feature which allows for both email and web form submissions to trigger a workflow, including the automatic creation of associated tasks within the Lean BPMS. Automated workflow can then be utilized to route the tasks and work through a predetermined process, with role based permissions determining the direct allocation of triggered tasks.