Team Tasks for better productivity

Shared Tasks can help you and your team gain productivity by easily tracking tasks and issues in your business.

You can create any many task lists as needed - for sales, customer projects or internal projects.

Collaborate on Tasks

Don't leave your staff on their own. Your entire team can collaborate and give feedback and help on any task.

Your team members can add notes or comments, or provide solutions to other team members tasks - This helps your team be more productive, and complete tasks faster.

It's real teamwork.

Add Action Items to tasks

Sometimes tasks require a little more input. You can break down tasks into individual action items and assign to different team members.

We make it easy to quickly view outstanding or completed action items.

Reply or add by Email

Your team can respond to any task via email - No need to log into Apptimi. Just open your favourite email client and reply to the task notification.

Your reply is added to the task issue as a response including any documents or photos that you have attached.

Get your team working on it

Assign any task or Inbox item to another team member and add a due date if you need it done quickly. You can easily track it's progress, view any updates and see when it's been completed.

Get alerts on overdue tasks

Apptimi will keep you updated on the progress of any tasks you have assigned to others and let you know when they are overdue. We will also let you know when they have been completed.

How can I use Apptimi tasks in my business?

Every business needs to manage tasks - from events, to office tasks, sales and projects, or even for building maintenance. We make it easy to create, share and manage your tasks as a team.

Manage your Office tasks

Manage your everyday office tasks like supplies, action items and to do lists and keep everyone on the same page.

Event Management

Running events generates countless tasks and to do lists. Just create an Inbox task list, share with your team and track all the tasks for the event.

Why not customize your task list with a form for even better event management.

Form Builder

Managing project tasks

Managing an internal or customer project? Track the countless tasks and activities that are part of every project and make sure you never drop the ball on a project again.

Sales leads

Trying to close a deal on a big customer project or sale? Make sure your team do a great job by tracking and collaborating on all the tasks neeeded to close the deal.

CRM

Built-in CRM for managing your contacts

Multiple Inboxes

Create unlimited Inboxes

Assign to

Assign to a team member and track completion

Watch

Watch any individual conversation and get notifications when updates are added

Follow

Follow any Inbox/channel and get notifications on any new messages/replies added

Folders

Create custom folders and move conversations between the folders.

Close/Complete

Mark any conversation as closed/completed and move to the archive folder

Time Spent

Track the time spent on any conversation or message

Drag and Drop

Drag and drop files and attachments to any conversation

Rich Content

Create and send rich content messages with full formatting and links

Analytics

Get insights into most frequent tags,customers and products.

Auto add contacts

Automatically add contacts who send you messages or forms, to your contact manager.

Contact us

Link your Inbox to the Contact us page on your website

Custom Forms

Create custom forms to extend your Inbox and share with your customers or team

Tasks

Create task or action items for any conversation and assign to a team member for action

Notes and Comments

Add notes or comments for other team members

Canned Replies

Create and use canned (stock) replies to any conversation

Auto Responses

Send automatic response/reply to an incoming message

Private/Shared

Make any Inbox shared or private

Bookmarks

Bookmark any conversation to your bookmarks list for easy access

What did I miss

See any items you have missed since your last access

My tasks

View any/all tasks assigned to you

Pin to top

Pin a valuable conversation to the top of the list

Move to ...

Move a conversation, replies, notes and documents to another folder or Inbox

Add due date

Add a date for completion to any conversation

Add to calendar

Add any conversation to your team calendar

Inbox in Contact Manager

Send from contact manager to one contact, groups or all

Photo Viewer

View jpeg,png and other photos as thumbnails and full size

Embed Video

Link to and embed videos from youtube, vimeo etc

Audio Player

Play attached audio files in audio player without downloading

Full text search

Search for anything in the title and body of any conversation

Filter conversations

Filter by creator,contact, date and assigned to

Footnotes

Append a standard footnote to the bottom of each outgoing message

Custom Signatures

Create individual signatures and append to each message

Shared Files

Quick access to all attachments in a channel

Captcha Security

Enable captcha on all shared forms or Inbox.

Single Sign on

Single sign on for Google, Twitter, Office 365 and Microsoft Live

Share to Portal

Share a channel or any form to a customer portal

Mention

Bring a team member into a conversation

Reminders

Add a private reminder to any message

Send to Trello

Send a conversation or a response including attachments to a Trello board

Block/Spam

Block a contact or mark a contact as Spam

Facebook Messenger

Send & Receive messages from your Facebook page

Auto Expire

We can automatically delete a conversation and documents after a set date

Feature	Included	How this works
Internal Only Channels		Create channels that only your team can access internally.
Extranet Access		Collaborate and interact with your contacts externally as an extranet by enabling external access
Unlimited Contacts or Customers		Add a many contacts/customers as you need
Shared channels		You can create shared channels so that all members of your team can access
Private channels		Create Private channels to secure your conversations and documents. Use the invite tool to add team members or external contacts.
Bundle/Group your channels		Bundle channels together - Add your Customer Support, Faq's, Shared Email Inbox into a Sales Bundle or your HR Helpdesk, New Joiner FAQ into a HR Bundle.
Reply from Email		Add to any conversation by replying from email or click to access online
Disable Responses		You can create read-only channels - Great for Company announcements, FAQ (frequently asked questions) or Company Policy Spaces. When a Meeting Space is set to Read-only, your team members and Customer can not respond or reply to any conversation.
Custom Folders		Create custom folders and move messages so that they are grouped together
Stock/Canned Replies		Create stock or canned messages so that they can be selected for quick replies
Limit Access to Posts		Set channels to limit access to posts so that users can only view posts they have created. This is the default for all Customer Services channels.
No Username/Password Required		Your external contact does not require a username/password. Apptimi automatically authenticates the user.
Attach Documents/Photos		Any documents or photos, screen grabs can be added to the conversation by your team or external contacts. Up to 6 documents or photos can be uploaded for each post.
Add Tags/Categories		Supports unlimited tags or categories. Tags are useful for adding categories and searching Meeting Spaces.
Add Notes/action items to any Post		You can add private notes/comments to any conversation or add an action item that needs to be completed. Great for project management.
View your tasks		Easily track and view any items that are assigned to you from any Meeting Space.
Add to Favourites		Easily keep track of your favourite posts and responses
Follow Channels or Conversations		Follow any channel to get updates and notification, or select individual conversations to follow.
Bookmark any conversation		Pin any conversation so that you can easily find it again.
Link to your Contact Us page		Insert a Contact us form in your website and have it connect to your Inbox or Helpdesk. It will automatically add any new contact to your contact manager and create a new conversation or topic in your Inbox (or helpdesk).
Secure channels		Encrypt your Conversations and Documents with a Secure Key and Password. We use AES265 encryption to ensure that only your team or customers can view the channel.
Digital Signing		Need to know who signed a form and when? You can enabled digital signatures on forms to that you have a record of who signed the form and when it was signed. Coming Q1 2018.
Sync to Office 365		Sync your calendar and contacts to your Office 365 account. Now you can make sure any new contacts or events added to your Apptimi account automatically appear on Office 365. Coming Q1 2018
Office 365 Single Sign on		Use your Office 365 login to log into your Apptimi account and save time.
Send to Trello		Do you use Trello for managing your projects or tasks? You can enable Trello integration and send any Apptimi conversation to a Trello board.

Shared Inbox for Team Tasks