Task Management
Dashboard
The Dashboard view gives you a quick overview of the progress of your tasks.
Kanban Board
You can organize tasks in a Kanban board according to their status, and change them via drag&drop. Details about tasks, such as notes, are available in the single-task view. In addition to a Kanban board, your tasks can also be displayed as a list or by category.
Tasks by status
Tasks can be arranged by status to help you focus on active and pending activities.
Tasks by tag
Tasks can be organized by assigned tags (labels). In this example, by modules of a small consulting project. This allows you to easily structure and edit tasks by skill, by role, or by any category you deem appropriate.
Single task
In the single task view, you can work directly on a single task and e.g. link results, events or tasks, record master data, or comment on your task.
Project landscapes
You can easily monitor large projects consisting of several subprojects (subcases) — e.g. in a consolidated dashboard or Kanban board.
Keep track
Monitor the status of your project at one glance in the Dashboard and the Kanban Board. In addition to a summary of the project progress, the dashboard focuses on (un)assigned and tasks and responsibilities of project members. In the Kanban Board, you can see specific tasks and identify bottlenecks at an early stage.
Large projects with Pertuniti
In this example, a complete project structure is aggregated in the Kanban board (overall project, quote, project execution).
The overall project itself manages own tasks significantly more compact...
...while the project implementation is handled in greater detail...
...and the proposal phase has already been completed.
Accordingly, the dashboard can summarize the status of the overall project with all tasks.
