What is Task Management in PakhiLead365?
Task Management in PakhiLead365 is a complete work-tracking system that transforms how your team organizes and completes daily work. Every business — whether in sales, operations, customer service, or project management — generates hundreds of tasks each week: follow-up calls to make, proposals to send, deliverables to prepare, customers to call back. Without a structured system, critical work gets missed, deadlines slip, and managers have no visibility into what is actually happening. PakhiLead365 Task Management solves this by giving every team member a clear, organized task board with Kanban-style columns showing exactly what each task's status is. Tasks can be assigned with due dates, priority levels (High, Medium, Low), labels, file attachments, and detailed descriptions. Team members can add comments to tasks for clarification. Managers get a real-time dashboard showing all tasks across the team — pending, in progress, overdue, and completed — without needing to ask anyone for a status update. With PakhiLead365, nothing falls through the cracks.
- Kanban Task Board: Visualize all team tasks in a drag-and-drop kanban board with custom status columns — New, In Progress, Review, Completed, or any stages you define.
- Task Assignment & Delegation: Assign tasks to specific team members with due dates, priority levels, and detailed instructions. Reassign with one click.
- Priority Levels: Mark tasks as High, Medium, or Low priority so your team always knows what needs immediate attention versus what can wait.
- File Attachments: Attach documents, images, PDFs, spreadsheets, and photos directly to tasks so all relevant materials are in one place.
- Task Comments & Discussion: Add comments, questions, and updates directly on each task card for full in-context collaboration without switching to chat apps.
- Recurring Tasks: Set up tasks to recur daily, weekly, monthly, or on a custom schedule for routine activities like weekly reports, monthly audits, or daily check-ins.
- Deadline Alerts & Reminders: Automatic notifications alert assigned team members of upcoming and overdue tasks via email, WhatsApp, and in-app alerts.
- Manager Dashboard: Managers see all team tasks in a unified view with filters for assignee, status, priority, and date range — complete team visibility at a glance.
- Task History & Audit Log: Every status change, comment, and edit is logged with timestamp and author for complete task accountability.
- Task Labels & Categories: Tag tasks with color-coded labels (Client Work, Internal, Urgent, Follow-up) for easy visual filtering and organization.
