📌 Description

• The Task Management Module in Movegistics 5.0 — designed to help your teams stay organized, accountable, and on schedule.
• This first phase focuses on creating, tracking, and managing tasks across Work Requests, Work Orders, and standalone workflows.
• The new Tasks module allows you to create, assign, and track tasks directly inside Movegistics. Tasks can be linked to a Work Request, a Work Order, or created as independent tasks — giving you full flexibility to manage follow-ups, surveys, internal checklists, and operational to-dos.

Tasks are visible across:

• The dedicated Tasks module
• Work Request detail pages
• Work Order detail pages
• The Events Calendar

👥 Who This Is For

• Sales teams managing follow-ups and surveys
• Operations teams coordinating move-related tasks
• Managers who want better visibility into ownership and task status
• Teams that rely on recurring or repeatable workflows

💡 Why This Matters

• Keeps important follow-ups from falling through the cracks
• Improves accountability with task owners and due dates
• Reduces manual work using reusable task templates
• Gives visibility into pending and completed tasks — all in one place
• Aligns tasks with actual move workflows (WRs & WOs)

⚙️ How It Works

1️⃣ Task Templates (Optional but Powerful)

Navigate to Settings → Tasks to create reusable task templates.

Templates allow you to define:

• Task name and description
• Default task owner
• Due date offset (e.g., 1–31 days)
• Tags
• Email and/or text notifications

Once created, these templates can be reused anywhere.

2️⃣ Creating Tasks

You can create tasks from:

• Tasks Module
• Work Request details page
• Work Order details page

When creating a task, you can choose:

• Work Request
• Work Order
• Other (standalone task)

You may use a template or create a task from scratch.

3️⃣ Smart Due Dates

If a template has a due-date offset (e.g., “2 days”), the system automatically calculates and sets the due date based on the current date — saving time and reducing errors.

4️⃣ Notifications

When enabled:

• Task owners receive email and/or text notifications when:
• • A task is assigned

5️⃣ Task Visibility Everywhere

Once created, tasks appear:

• In the Tasks module (with filters, search, export, and views)
• Inside the related Work Request
• Inside the related Work Order
• On the Events Calendar, displayed on the task due date

This ensures tasks are never hidden or forgotten.

6️⃣ Task Actions

From any view, users can:

• Edit task details
• Change task owner
• Mark tasks as Completed
• Delete tasks if no longer needed

Current statuses:

• Pending
• Completed

🗓 Events Calendar Integration

All tasks automatically appear in the Events Calendar on their due date, making it easier to:

• Plan daily workloads
• Track upcoming responsibilities
• Coordinate across teams

🚧 What’s Coming Next (Phase 2)

• This is Phase 1 of the Tasks module. Additional enhancements such as reminders, escalations, and deeper automation are planned based on customer feedback.
• If you have task-related requirements, let us know — we’re actively shaping Phase 2.

✅ Summary

With the new Task Management Module, Movegistics 5.0 gives you:

• Better organization
• Clear ownership
• Improved follow-ups
• Stronger operational control

All without leaving your CRM.

📩 Questions or feedback?
Reach out to our support team at [email protected] — we’d love to hear how this helps your workflow.

🔍 Looking for similar updates? Try these search keywords:
#TaskManagement #WorkflowManagement #OperationalEfficiency #TeamCoordination #MoveOperations #ProductivityTools #TaskTracking #BetterFollowUps #TeamAccountability #WorkSmarter #EventsCalendar #TaskPlanning #DailyWorkflows #TimeManagement #MovegisticsUpdates #LogisticsManagement #ProductUpdates #Movegistics5_0