Oas36ty's Best Task Management Software for Service Businesses
It’s an unfortunate reality of running any business: Tasks do not cease. To accomplish everything that makes your projects successful and your clients happy, you’ll be faced with the challenge of managing all kinds of tasks.
When you’re starting out and have just a few clients to juggle, it may seem reasonable to let your employees handle their own tasks in a silo. As long as deliverables get done, why does it matter how they choose to organize and track their responsibilities?
You’ve no doubt discovered the answer if your service business has grown, your team has increased or you’ve experienced turnover mid-project. While you could use an old-fashioned task list on paper or on desktop sticky notes, there are far more significant benefits of incorporating a web-based solution your entire team can use.
Advantages of an Interface That’s More Than a To-Do List
Basic to-do lists won’t cut it when you take on many projects at once, not to mention if they’re different types of projects attached to more than one type of service. Using only traditional lists or spreadsheets as your task management tool can increase the risk of:
- Overlooking client requests
- Missing important deadlines
- Failing to internally communicate key updates about project tasks
- Extending project timelines
On the other hand, task management software can make your team more effective by:
- Providing a single source of visibility about client work
- Tracking task dependencies and keeping a record of delays
- Reducing the need for emails and excess internal communication
- Compiling data to help you pinpoint inefficiencies
- Below, we’ll cover top platforms in several categories of task management and associated functions:
Best Task Management Software for Client Work
The task management software that works best for a client-based business is one that does much more than allow your team to check things off. It should show task assignments, allow you to build automated workflows and help project managers assign tasks based on workload. Furthermore, each task should be connected to a project or client record to make it easy to track billable work and generate invoices based on said work.
Thus, the best task management software is actually an end-to-end client work management platform. Let’s review how Oas36ty fits the bill.
Oas36ty Task Management Software
Oas36ty is a cloud-based client work management platform designed to help professional services firms, including agencies, consulting firms and MSPs, manage client relationships from prospecting and projects through to payments and retainers. The platform can handle complex projects, as it contains a wide range of project templates and auto-assigns tasks based on quoted work.
No matter your industry, you can customize Oas36ty to expand internal visibility, improve collaboration and increase profits.
Key Features
Trigger automations to build custom workflows that streamline business processes
Centralized client database with custom fields that connects client records to projects, tasks and billing
Project management tools, including automated time trackers, useful project templates and resource management
Retainer tools, including contract management and recurring work automation
Pricing Plans*
Starting at Rs. 599.00 per product per user per month, your cost will depend on your needs. You pay only for the licenses you’ll use for each product: Sales, Projects, Tickets, Retainers, Billing and Reports.
Strengths
- Not limited to one industry, so it’s customizable for all professional services businesses
- Includes solutions for all stages of client work
- Streamlines workflows to save time and increase efficiency
- Recognized as #1 in customer satisfaction for Professional Services Automation for the third quarter in a row based on real user reviews
Weaknesses
- The platform may be too robust for small businesses seeking only one or two functions
- Not the best fit for teams of under five people
One busy accounting firm used Oas36ty to cut redundant tasks without missing a beat during tax season. Your business could follow suit! Start a free trial or schedule a demo to see how the platform could exceed your expectations of task management software.
How Task Management Software Can Benefit You?
Software designed specifically for managing the many tasks involved in reaching a certain objective or completing a specific project is called “task management” software.
Benefits of Best Task Management Tools
In addition to letting, you keep tabs on every area of your task management from a central hub, the Best Task Management Tools also provides a number of other useful features. Aside from its obvious usefulness, task management software also has the following benefits:
Helps lessen the possibility of data loss:
As assignments are completed, assignees and managers may trade a plethora of files, passwords, and other details. The risk of data loss may be reduced by using a employee task management that centralizes all relevant data.
The delegation made simple; teamwork strengthened:
When assigning specific duties to team members, you won’t need to send emails or have them come into the office. Every time you use a task management application to assign work to a team member, they will be alerted to the change. The comments area may then serve as a central hub for distant team members to discuss and make progress on projects.
Setting priorities wisely:
One of the most valuable features of a task management program is the ability to set priorities for your staff. Those on your team may struggle to switch gears quickly between assignments. Team members may better manage their time and understand the sequence in which tasks should be performed with the help of prioritization.
Improved focus:
If you use a task management application, you won’t feel as if you have to rush through a major project only to meet a deadline. The ability to divide work into manageable chunks is what makes this approach so effective.
Features of daily task management software
Software for managing tasks often offers a feature set that is a subset of what is found in more comprehensive project management solutions like Trello or Asana. Features that may be found in almost any piece of daily task management software include the following:
Planning and scheduling
Primarily, a small business task management application will help you plan and schedule your work. Planning entails dissecting the whole process into manageable steps. When your assignments are all set, you can add due dates and repeating schedules.
Collaboration
Without a proper structure, teamwork in a distant setting may be challenging at best. Since complicated projects often include several subtasks, task dependencies, and milestones, team members cannot rely just on spreadsheets to track progress.
The efficiency of teamwork is greatly enhanced by using a powerful online task management system. With the help of a task management system, members of a team may communicate with one another and stay up-to-date on the status of current projects, while managers can respond to inquiries regarding specific assignments and monitor their completion.
Automation
Through the use of automation, even the most labour-intensive jobs may be handled with relative ease. Consider projects that include numerous teams working together, various levels of management approval, and frequent communication updates.
Management of complicated activities requires a lot of time and effort by hand, which is why many task management systems provide automated alternatives. Through the use of automation, you may reclaim much time that you would have spent on routine activities.
Views
You may choose from many collaborative perspectives in task management dashboard. Calendar views and kanban boards are standard features in most. Gantt charts, timelines, lists, and grid views are but a few of the many possibilities that may be found in certain software.
Specifically, Kanban-style templates have become rather common. A clear and practical framework is provided for each individual procedure. You may allocate work at any point in the process and keep everyone up to date in real-time.
Time tracking
You should make sure that the best task management you choose has a time-tracking capability. Knowing how much time was spent on each phase of a project is crucial for identifying slow spots and wasted effort.
If your business often employs on an hourly basis or accepts tasks priced on an hourly basis, you will also require time-tracking features.
How to manage tasks
There is a standard procedure that is followed by most to-do list apps. In case you’re curious about how this works in practice, we’ve included a high-level diagram down below.
Create and assign tasks
Creating new projects and delegating them to others is a simple and fast process. You make a task, fill in the assignee’s information, establish a due date, and hand out the card.
Examples of such responsibilities include coordinating with coworkers to get the new employee’s desk set up, assigning paperwork chores, and informing the new hire of who to contact if they need assistance or access to certain resources. All assignment work may be completed within the task management system.
Collaborate
Workflow management and teamwork are simplified by task management systems that provide an intuitive user interface. After a job has been given, the assignee may use the comments box to clarify expectations or notify the management of any delays.
Track progress
A task management system enables your team to report on the current status of their tasks.
It’s easy to be sucked in by all the bells and whistles of a powerful task management program and end up spending money on something you’ll never use. But the less complicated the task management process is, the better.
You want to streamline your team’s work allocation, communication, and completion procedures. More time and effort will be needed to bring new workers up to speed on your workplace task management, and the steeper the learning curve, the more intimidating the shift will be for your team.
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