Tasks and routes
Tracelink's scheduling module makes it easy for you to plan your production based on the resources and capabilities available to the company.
The focus is on providing you with an overview through an interactive planning calendar that can be easily edited. Color codes visualize the status of the various tasks. In addition, dependencies are displayed between the tasks.
Main Features
Tracelink Tasks and Routes give you:
- Automatic customer creation
- Status of activities and next follow-up
- Responsible person or group, and journal
- Documents and email integration
- Probability, expected closure and amount
Planning
The planning calendar provides an overview of who has what tasks when. It also provides an overview of the utilization rate of an employee.