Überblick
Use the task management features in ProtocolHero to schedule appointments, organize to-do lists, and collaborate on projects with your team. Whether you're managing individual tasks, recurring maintenance jobs, customer appointments, or complex workflows, the integrated calendar, task list, and Kanban boards help you stay organized while keeping everything seamlessly connected to your reports and submissions.
Schritt für Schritt
Create tasks and appointments
Create new tasks or calendar appointments in just a few clicks and add due dates, priorities, labels, and assignees to keep your work organized.
Plan your work with the calendar
Manage your schedule using the day, week, or month view and keep track of upcoming appointments and due tasks at all times.
Link tasks to reports and submissions
Connect tasks directly to reports or submissions and jump to the related document or complete it with a single click.
Collaborate Efficiently with Your Team
Assign tasks to team members, communicate through comments and @mentions, and keep everyone automatically informed about important updates.
Organize Projects with Kanban Boards
Manage your projects using Kanban boards, move tasks between workflow stages with drag and drop, and monitor progress at a glance.