6 Most Brilliant Features From Apptivo for Effective Task Management

Project managers have a lot of responsibilities to take care of and to be successful, they need to manage different tasks effectively. They need to organize different events such as planning meetings, managing resources, budget planning, analyzing reports, etc. And when the schedule is a busy one, they have to face an overwhelming workload. Therefore, they need an efficient task management system to manage their teams and the concerned work. The issue while choosing the right task management system is that managers don’t know what features to look for and what features will be feasible to them and benefit their business. Further, the availability of hundreds or even thousands of task and project management software in the market makes it hard for project managers to choose one.

In this blog, Apptivo brings to you the 6 most brilliant and essential features that result in effective task management, making your business workflow more streamlined, and reducing your and your employees’ stress. Let us get through the 6 main features that Apptivo brings to you.

Better project planning & task scheduling

While managing a team and their workflow, managers need to plan the role of every employee and have their tasks and responsibilities organized. They have to do this as it helps in avoiding any confusion and misunderstandings while continuing the project. With Apptivo, you get the best planning and monitoring tools that help you in scheduling the tasks and project activities in a better way. Using that, you can schedule deadlines, add new tasks, and notify each member instantly of any updates, making it easier for the teams to get updated on any changes made to the project and tasks. Apart from this, you can also easily organize your projects and make them available to all of your employees across different Apptivo apps.

Recurring tasks

Recurring tasks is one of the best things you can do with a good CRM task management tool. It enables you to create the tasks and schedule it any time, any day, repetitively for your business purposes. You don’t have to set the tasks each time which will save much of your time and effort.

Task tracking

You can keep track of the tasks amidst the number of tasks being scheduled. A good CRM with effective task management will help you record all the activities and the progress related to the tasks. By doing so, you will be able to search and filter the tasks based on any criteria. Project planning becomes much easier with the help of task tracking.


A calendar is considered to be vital for any business workflow and in our day to day lives too. A good task management tool should be integrated with a calendar which will help you organize and schedule your plans and activities. A calendar is helpful in setting the project timelines and lets you manage and control the work in progress. You can also follow up on the project based on the deadlines set in the calendar. You cannot miss any meetings or calls or any kind of important meetup with a calendar in place.

Time tracking

An important part of streamlining your workflow is to keep track of time for each of the activities recorded. It is vital to monitor the time spent for each activity and whether the task is completed within the stipulated time frame, which helps you to further analyze whether you are on track or not. In task management, you can calculate the time spent by the resource on each task and calculate the payroll based on the hours worked. The hours spent is noted in the timesheets which is later reviewed by the top management.


A task management tool offers visualization that helps streamline the capacity to reap benefits from the basic variables such as time and scope of work, timeline & resources, communication channels. Visualization lets you have an entire glance on the tasks or the activities associated with the tasks and you can effectively navigate across different elements in the dashboard. With the help of visualization, you can create, assign and manage the tasks in real time. There are different kinds of visualization offered such as Kanban, work breakdown structure, critical path method, lean six sigma and gantt chart. In short, visualization helps you to

  1. Redefine the scope of tasks into simple, more manageable components.
  2. Create a visual breakdown of tasks and subtasks.
  3. Visibly track, update and communicate the progress of your tasks.


An effective task management software will help you prioritize the tasks. You can either prioritize the tasks based on the urgency, the importance or the dependencies. A good CRM tool will allow you to specify the priorities associated with each task. You can focus your efforts and attention on the tasks that are prioritized according to your said criteria’s.

Resource management

All the resources that are associated with the tasks and projects need to be managed and tracked. These resources play an important role in completion of tasks. You can also differentiate between planned and scheduled resources which lets you cost them based on their usage. You can also easily identify the resources which are underused or overused, and also assign the resources to the projects whenever needed. A good task management tool will help you manage the resources in order to be used efficiently for the completion of tasks.

Project budgeting

You need to have software that tracks and manages the expenses associated with the tasks. This will help you have a clear understanding on the budget performance. You can retrieve reports on expenses and expenditures which will help you to gain insights and will help keep the projects and tasks within the budget.

Better team collaboration

With the Apptivo suite of applications, you get a wide variety of tools for all your needs. Along with several tools available for your business needs, you get the advantage of those applications working with a central system that allows for sharing of information in a single place. It means that sharing of any files related to a project, communicating with team members, tracking the progress of different teams, etc. can be done in a single place that is continuously synchronized with the cloud. All of this helps in better team collaboration as they get access to the same information at the same time and hence, results in very effective task management.

Understandable and easy to use

While adopting a new business software and task management application, project managers aim to make work easier for their team members, but what is the point of doing that if the task management software is itself very difficult to use. But when choosing Apptivo, you don’t have to worry about using complex software and struggling with different options. So, with a variety of features, you also get an application that is easy to understand and use. You can manage all your tasks effectively and assign projects to your teams in just a few clicks. Hence, Apptivo just corresponds to better business functioning and user satisfaction.

Seamless integration with different platforms

Choosing an application that eases your task management processes and makes project organization more effective is important but along with this, Apptivo also brings to you the feature to integrate your processes with third-party applications making your task management and working more effectively. Apptivo apps can be easily integrated with other platforms such as Google Suite, Microsoft Office, and Slack so that you can centralize your business processes while easily transferring data across platforms. Hence, while using Apptivo, you don’t have to work with manual transfer of data from one application to another, it can be done automatically by integrating it with them.

Easier documentation & reporting

While working with applications where you have to enter data manually for documentation purposes, there are higher chances of errors and mistakes. And using different software also isn’t effective for your business as it requires data transfer across different apps. With Apptivo, you don’t have to struggle with that as documentation is made easy by making all the required information and data available in a single place. Apart from documentation, Apptivo tools also make it easier for you to monitor the performance of your business using different reporting options that also let you track the work of your teams.

Automated workflows

Apptivo brings to you the best-automation experience when it comes to managing tasks and projects. Using Apptivo tools, small activities such as entering customer data, updating information in the database, and giving notifications, etc. can easily be automated and save your time on manual work. This makes your task management process more efficient so that your employees can focus more on administrative and business tasks. Automation also helps in ensuring better collaboration among employees by automatically updating and reassigning the information.
A feature-rich task management application is important, but you have to make sure that the app isn’t too overloaded. While it might be enticing to use a platform with all the bells and whistles, the more complex the product is to use, the less likely the team members can choose it. These major features in the Applications help you in streamlining your business functions and effectively managing your task management.


Being introduced to these main features of a task and project management software, you now know to best run your teams and handle the different activities of a project. And with Apptivo, you get software that covers all these features and complements them with an all-in-one suite with all necessary tools. There may not be any perfect tool to do all your tasks but Apptivo is the best you can get.


An effective task management tool in CRM software will enhance the efficiency and productivity of the tasks. With the numerous features in place, you can break down the tasks into subtasks and manage them in an effective fashion.

A task management system is the process of managing the tasks throughout its lifecycle. You can plan , schedule and estimate the tasks by tracking the milestones and dependencies. With the task management features, you can effectively manage the project schedules and tasks which leads to successful completion within the stipulated time and budget.

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