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Tasks

What Process It Enforces

SpudERP’s Task Management ensures that critical activities are documented, assigned, and completed on time:

  • Clear ownership and deadlines

  • Cross-team visibility

  • Linked to projects, customers, or internal operations

How It Integrates

  • Work Orders: Tasks automatically generated when work orders are created.

  • CRM/Sales: Follow-up tasks tied to opportunities.

  • Time Tracking: Tasks can be time-coded for cost tracking.

Data It Collects

  • Task owner

  • Due dates and completion status

  • Priority levels

  • Related work order, client, or quote

How It Drives Action and Efficiencies

  • Prevents critical steps from falling through the cracks

  • Improves resource planning and prioritization

  • Increases accountability across departments

Dashboards and Reports

  • Task Completion Rate

  • Overdue Task Tracker

  • Workload Distribution Report

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