Tasks

Multiple View for Tasks

Multiple View for Tasks

There are multiple view for tasks; you can switch between views as needed; view sorted by plan date, deadline, owner or just your completed tasks.

Keep Track of Tasks

Keep Track of Tasks

A quick access to tasks created and assigned to others or self.

Intuitive task grouping

Intuitive Task Grouping

When you view tasks by plan date the grouping is based on what you are working on currently (On it), what is not yet planned, or created New today, or overdue. The subsequent groups are tasks that are to be done Today, Tomorrow, Later this week, Weekend, Next week and Beyond.

Tasks Start and End Date

Tasks Start and End dates

Assign start and due dates to tasks.

Quick Action on Tasks

Quick Action on Tasks

While you can just open a task for more details; from this view you can also plan, set deadline, mark complete (if eligible for completion), open parent hierarchy from here.

Leverage Advanced Filters

Leverage Advanced Filters

View tasks assigned to specific people, or filter by completed or pending tasks, type of task, created by specific person, created within a date range, planned for a date range, deadline falling in a date range, containing specific text, a given sequence number or particular label(s).

Individual Tasks

Individual Tasks

Assign tasks to individuals or a group of people for any one person to pick and perform the task.

Group Tasks

Group Tasks

Assign tasks to a group of people where all need to perform the task; each one independently has to mark the task as completed for the group task to close.

Use a Poll to get suggestions

Use a Poll to get Suggestions

Assign polls to multiple people to be responded by all. Polls can either be single selection or multiple selection response poll, text response poll, number response poll. Optionally, keep results hidden from respondents.

Get Approvals on Proposals, Deliverables or Budgets

Get Approvals on Proposals, Deliverables or Budgets

Assigned to single person, or multiple people to be performed by all with an expected Approve or Reject response. Optionally, keep results hidden from respondents.

Task Checklist

Task Checklist 

Tasks can have checklists for a to-do within task; also create a linked task from a checklist if the checklist item requires it to be planned for later or assigned to someone else.

Provide Clear Task Instructions with Rich-text Notes

Provide Clear Task Instructions with Rich-text Notes

These can be very handy if you want to structure task notes with tables, bullets, and various other options provided by a rich-text editor.

Subtasks

Subtasks

Tasks can have subtasks if you need to breakdown a large task into smaller tasks to be completed; or assigned to someone else or even planned appropriately to complete the parent task as a whole.

Labels

Labels

Labels

Create private or public labels with custom colors with two level hierarchy for labels. Tag tasks, messages, audit trails and files to organize content. View all entities tagged with given label; change the label colors.

Private Labels

Private Labels

Attach private labels to tasks, files, messages which want to label for your own reference later. You can always remove these labels when it is no longer important.

Public Labels

Public Labels

Attach public labels to tasks, files, messages that are relevant for a client delivery, or a particular research project.

Teams

Teams

Teams

Create teams, invite members, guests to the team, assign tasks, polls, approvals within the team, team conversations, file/image uploads, annotate images, PDF documents, control what actions members can perform within the team.

Teams for Department

Teams for Departments

Typically colleagues of, say, marketing department can be added as members of the Marketing team; similarly for Human Resources, Recruiting, Client Liaison or Technical teams.

Teams for Client Delivery

Teams for Client Delivery

Client account managers and client contacts can be part of a single team.

People

Work with External Vendors, Consultants, and Contractors

Work with External Vendors, Consultants, and Contractors

Invite them to the organization as guests with limited access to teams, projects they are made part of.

Work with your Colleagues

Work with your Colleagues

Invite your colleagues to the organization as members who will have access to the everyone team, and can also communicate with each other.

People Management

People Management

Invite, remove from organization, restrict access levels from Settings.

Discussions

Initiate Discussions

Initiate Discussions

Start a discussion, Invite members, guests to the discussion, assign tasks within a discussion, discussion conversations, file/image uploads, annotate images, PDF documents.

File / Images

Upload-images-documents

Upload Images / Documents

Upload to conversations (messages view) in teams, projects, discussions, tasks, threads, annotations.

Google Drive Documents

Google Drive Documents

Upload/link Google Drive documents with ability to open them from within the conversations, view document names in conversation instead of unrecognizable URLs.

Annotations

Images

Images

Annotate and resolve comments on images

PDF Documents

PDF Documents

Annotate and resolve comments on PDF documents

Smart Conversations

Smart Conversations

@mention people to get their attention on specific messages / tasks / threads / annotations

#reference

#reference

Ability to hash reference any task, message, file/image upload in a conversation with a cross reference in either context

Send Email here

Send Email here

Ability to communicate within the conversation context via emails using the “Send email here” option

Email Integration for offline communication

Update Conversations

Update Conversations

Receive email updates and respond to them to update your response within the conversation context

Plan tasks, Complete Tasks

Plan Tasks, Complete Tasks

Plan tasks or mark tasks as completed by responding to task updates via emails with appropriate keywords

Projects

Organize Projects in Folders

Organize Projects in Folders

Create projects in a folder structure to organize by client or department or any other grouping

Project Members_Participants

Project Members/Participants

Ability to add individuals and teams as members or admins to the project (recommended for better user management)

Customize-projects-to-suit-your-workflow

Customize Projects to Suit your Workflow

Add, remove, rename stages to define your own workflow or use as is, Rearrange stage order, change phase type (New , In Progress, Done); blue, orange and green respectively

Project Task Creation

Project Task Creation

Create project tasks in a blue phase stage

Project Tasks

Project Tasks

Create, plan, set deadline, assign, add notes, add checklists/linked tasks, files/images upload, label tasks

Move Project Tasks across Stages

Move Project Tasks across Stages

Move tasks across stages for task progression in the workflow to take it to completion phase/closure.

Control Task Completion Behaviour

Control Task Completion Behaviour

Restrict task closure only in a green phase stage, and optionally, automatically close tasks when moved to a green stage

Project Escalations

Project Escalations

Configure to receive escalations for missed plan date and missed deadline

Online Project Dashboards

Online Project Dashboards

Online canned dashboard with following charts; tasks by planned date, tasks by deadline, tasks by task type, tasks by stages (aging). Individual chart settings as; who can see charts, limit chart view for self tasks or all tasks, limit chart scope for a specific date range, resize / rearrange charts.

Offline Project Dashboards

Offline Project Dashboards

Offline canned dashboard with following charts and customizable dashboards (XLS format); tasks status, tasks by deadline, tasks by stage, tasks status by resources, tasks completed versus remaining.

A Template Project

A Template Project?

Use the copy project option to create a new project with the same workflow and optionally the same task list.

Task Views

Task Views

Similar to tasks list project have identical project task views; additionally if you do not want to view by stages then there is an all tasks view to view tasks across all stages in a single view.

Tasks Completed Since the last Project Review

Tasks Completed Since the last Project Review

View filtered completed tasks by date selection; either do not show or choose any of the canned ranges or since a specific date; 1 week, 2 weeks, 3 weeks, 1 month; set selection as a default for all in the project.

Advanced Filter for Project Tasks

Advanced Filter for Project Tasks

View tasks assigned to specific people, or filter by completed or pending tasks, type of task, created by specific person, created within a date range, planned for a date range, deadline falling in a date range, containing specific text, a given sequence number or particular label(s).

Workflow Templates

SingleButton

Single Button

One click configure of projects with templates

Zapty Research

Zapty Research

Use Zapty research templates for setting up your projects; choose from a large repository of templates by category/department/industry

Industry Experts

Industry Experts 

Use Industry expert templates for setting up your projects; choose from a large repository of templates by category/department/industry

Expert Guidance

Expert Guidance

Blogs/Articles on how to execute projects for your business; with best practices guidelines

Online Help

Online Help

Online Help

Get help for Zapty from a vast repository of blogs, articles and videos

Support

Support

Support

World class Zapty support; just ask a question

Other Features

Custom Domain

Custom Domain

Using your business email address claim your dedicated URL .zapty.com to create an open organization. Anyone with domain email can join.

Integrations

Skype, Hangouts and FaceTime

Skype, Hangouts and FaceTime

Video call integration is available in messages view for those who use Skype, Hangouts or FaceTime; all you need to do is provide the appropriate ID in Your Profile.

Zoom Meeting Integration

Zoom Meeting Integration

If you have a Zoom account you can also enable Zoom integration from the Integrations option in the sidebar

Time Tracking

Time Tracking

Track time for each task from within Zapty tasks for aggregation and invoicing by enabling Toggl or Harvest integration.

Zapier Integration

Webforms

Webforms

Web request forms submitted using Google Forms, Wufoo, TypeForm can create tasks in Zapty and assigned to individuals, teams for action.

Customer Relationship Management

Customer Relationship Management

New Deals from Pipedrive, Salesforce, Hubspot CRM can be sent to Zapty as tasks in projects. Any updates/progress in these tasks or projects can be sent back to the CRM application.

Developer Tools

Developer Tools

New comments, code check ins can be updated in the corresponding tasks in Zapty for reference. Even a task reference can be updated back to New comments in Github, GitLab, Visual Studio Team Services.