DocumentationFeaturesTask Management

Task Management

Metric AI’s Task Management module is designed to provide seamless organization and tracking of tasks across projects. This robust system helps service companies enhance collaboration, monitor progress, and maintain efficiency throughout the lifecycle of a project.

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Nested Tasks

Organize work effectively with nested tasks. Metric AI allows you to break down complex projects into smaller, more manageable components. Subtasks can be nested under parent tasks, offering a clear hierarchy and ensuring nothing gets overlooked.

Estimates

Stay on track with task estimates. Metric AI enables you to set time or cost estimates for each task, providing a baseline for planning and tracking progress. Accurate estimates help in setting realistic deadlines and ensuring resource optimization.

Completion Percentage

Monitor task progress with the completion percentage feature. This visual indicator reflects the amount of work completed for each task, allowing teams to quickly identify bottlenecks or delays and adjust plans accordingly.

Assignees

Streamline responsibility with the assignee feature. Metric AI allows you to assign tasks to specific team members or groups, ensuring accountability and clarity. This feature facilitates effective communication and enhances team productivity.

Billable & Non-Billable Tasks

Differentiate between billable and non-billable tasks to manage project finances effectively. Metric AI’s Task Management module tracks whether a task contributes to revenue generation, helping to maintain accurate financial records and project profitability.

File Attachments

Enhance task collaboration with file attachments. Attach relevant documents, images, or other files directly to tasks, ensuring that all necessary resources are readily available to team members. This feature minimizes miscommunication and enhances efficiency.

Integration with Expenses, Time Tracking, and Resource Planning

Metric AI’s Task Management module integrates seamlessly with other key features:

  • Expenses: Track and associate expenses directly with tasks to maintain financial transparency.
  • Time Tracking: Log time against tasks to monitor progress and ensure accurate invoicing.
  • Resource Planning: Align tasks with available resources, ensuring optimal utilization and workload balancing.

With these integrations, Metric AI provides a unified platform that streamlines project management and enhances operational efficiency.

Metric AI’s Task Management module is built to adapt to the needs of service companies, offering flexibility, clarity, and efficiency. Start managing tasks smarter and driving better results today!