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Tradepoint Task Management

Tasks accompany daily work flows as an on-going To-Do list for many businesses. Tradepoint offers flexible options for task management to compliment busy work flows. Its no surprise that task management with flexible options is critical to any business management software solution.

Track tasks to contacts or projects for archived communications. One click features for creating tasks from incoming emails will create tasks to then be shared with other team members easily.

Some key features found in the Tradepoint task management capability include:

  • Create Tasks for individuals or teams
  • HTML or text supported for task display
  • Email Task details as PDF with one-click feature
  • Set alerts for tasks for all associated to a task
  • One click feature to create appointment based on task
  • One click feature to create task from incoming email
  • Synch features for tasks with Microsoft Exchange Integration
  • Alerts panel with one click feature for completion of task
  • Color coding based on category for tasks
  • Share tasks through contact portals on Ecommerce

Tradepoint is sold through a Reseller network. Click here to find a Reseller closest to you.

To read more about more features Tradepoint Enterprise can offer your business click here.


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