In the fast-paced world of modern business, efficient workflow and process management are essential for success. Introducing e-manageONE’s revolutionary Action Items, a dynamic and customizable feature designed to streamline your business processes like never before. In this blog post, we’ll take a closer look at the key features, including the Action Item Dashboard and the Designer Dashboard, that make Action Items a game-changer for businesses of all sizes.

Customizability

At the heart of e-manageONE’s Action Items lies the power of customization. We understand that no two businesses are alike, which is why we empower our users to configure Action Items to suit their unique needs. Whether you’re in manufacturing, sales, or customer service, Action Items adapt to your processes, not the other way around. Imagine creating an Action Item tailored to a specific department’s workflow, like a “Design Request” for your creative team. The possibilities are endless.

Assignment and Prerequisites

Action Items in e-manageONE offer precision in task allocation. Assign Action Items to the right individuals or departments effortlessly. What sets us apart is the ability to define prerequisites before an Action Item can proceed. For example, before a design project kicks off, set prerequisites that must be met to ensure a seamless workflow. This feature ensures that tasks are completed in the right order, reducing confusion and enhancing efficiency.

Completion Tasks

Completing complex projects requires thoroughness. Action Items provide a framework for this precision. Create completion tasks that must be checked off before an Action Item is considered complete. Think of it as a checklist for success. For our “Design Request” example, completion tasks might include “Initial Concept Approval” and “Final Design Review.”

Notifications and Alerts

In a world where timely communication is everything, e-manageONE delivers. When an Action Item is completed, the system automatically sends notifications and alerts to the relevant parties. Picture the salesperson who initiated the “Design Request” receiving an alert the moment the design is ready for review. Efficient, isn’t it?

Description, Attachments, and Progress Tracking

Action Items provide a comprehensive view of tasks. Describe what needs to be done, attach important documents, and track progress with ease. Our percent complete and expected completion date fields keep everyone on the same page, ensuring deadlines are met and projects stay on track.

Rejection and Feedback

Quality matters, and that’s why e-manageONE lets you reject Action Items if they lack sufficient information. This prompts a response back to the person who submitted it, promoting clear communication and preventing delays. Your “Design Request” process remains a well-oiled machine.

History and Tracking

Every completed Action Item leaves a trail. Keep a history within the project record for reference. Want to see how long it took to complete a design project last quarter? It’s there. Need to track the progress of your “Design Requests” over the past year? It’s at your fingertips.

Surveys

Gathering feedback is crucial for improvement. With e-manageONE, you can attach customizable surveys to Action Items. Imagine receiving valuable insights on your design process with a simple survey attached to the “Design Request.”

Action Item Dashboard and Designer Dashboard

But that’s not all. e-manageONE goes a step further by providing you with powerful dashboards. The Action Item Dashboard gives you an overview of all your Action Items. You can see the history, active tasks, and even which items are checked out. It’s your command center for managing tasks efficiently.

For your design team, we offer the Designer Dashboard. It’s designed to help you gauge your design team’s workload effectively. Track quantities by employees, see active tasks, and even measure task durations. This feature acts as a leading indicator to determine how busy your design team is. If you’re nearing capacity, it’s your signal to consider outsourcing for additional support. Stay in control of your workload effortlessly.

Conclusion

Incorporate e-manageONE’s Action Items into your workflow, and watch your business thrive. The power of customization, precision in task management, efficient communication, comprehensive tracking, and powerful dashboards are now at your fingertips. Revolutionize your workflow today and experience the difference e-manageONE can make.

Ready to take Action Items for a spin? Explore e-manageONE and request a demo now to see these features in action. Your streamlined workflow with powerful dashboards awaits.