New SolarERP 3D — design the roof in 3D and send a proposal your customer can spin on their phone

Task Management

Give every job an owner and a due date.

Tasks with assignees, due dates, priorities and labels, on a list or on a Kanban board. People are notified when a task they hold goes overdue.

On screen

The tasks Kanban board with Complete, To Do and In Progress columns of installation tasks
The task board

What's included

  • Task Dashboard
  • Tasks

What it does for you

  1. Assign a task to one or more people and give it a priority, labels and a due date.

  2. Drag tasks between statuses on the Kanban board. The statuses, priorities and labels are yours to set up.

  3. Add checklists and comments to a task. Its progress follows the checklist, and its history records what changed.

  4. An open task that passes its due date notifies the people assigned to it. The check runs every morning.

  5. On a project, turn a stage checklist item into a task for one person, by a date.

Who uses it

  • Project coordinators and managers who hand out work.
  • Installers and office staff who need a clear list of what is theirs today.

Next

See Task Management working on your kind of work.

Demo30 minutes · on your own numbers

See SolarERP on your own numbers.

Tell us a little about your EPC business. We walk you through the modules that matter to you — enquiry to net-meter — in 30 minutes.

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What do you want to see? (optional)

30-minute screen-share · no card needed

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