SpudERP
Keep Every Detail Moving Forward
SpudERP’s Task Management module ensures that critical steps aren’t forgotten. Tasks are documented, assigned, and tracked—so your team always knows who’s doing what, and by when.
What It Does
Assigns clear task ownership with deadlines and priorities
Provides visibility across teams, projects, and departments
Links tasks to work orders, clients, quotes, and internal ops
How It Integrates
Work Orders – Tasks are auto-generated based on job requirements
CRM / Sales – Tasks tied to leads, follow-ups, and opportunities
Time Tracking – Tasks can be time-coded to measure labor cost
Data It Tracks
Task owner and status
Due dates and completion times
Priority levels
Linked records (work orders, clients, quotes)
Why It Matters
Prevents steps from slipping through the cracks
Improves planning, scheduling, and workload balance
Increases team accountability and execution consistency
Dashboards & Reports
Task Completion Rate – Measure team performance
Overdue Task Tracker – Spot delays before they cause issues
Workload Distribution Report – Balance assignments across staff