Functionality

TaskBeat makes it easy to manage a large number of projects, orders, contacts, documents, and emails. The application allows for project management, effectively planning the execution of even hundreds of projects and orders. Using flexible and simple task lists, employees can track activities and changes in ongoing orders. As a result, clients complete more orders with fewer mistakes.

You can safely exchange documents within a project, team, and with clients. Documents are associated with specific tasks, making them well-organized and easy to find. TaskBeat enables project management by presenting documents in a clear gallery format, facilitating version control, and allowing you to manage approval statuses and access permissions. As part of the service, you can receive any amount of storage space for an unlimited number of documents.

Engage your team and clients in task-based work. Employees set tasks, and managers and clients log in, view progress, and approve orders. All projects, orders, tasks, and arrangements are kept in an organized place. Employees have constant access to a task list that is automatically sorted according to the required order of work execution.

Centralize your contacts with a shared contact database. With shared contacts, all employees can build a database of business contacts and manage the project from a common contact base. On a single screen, you can view a list of all contacts, find those you haven’t been in touch with for a while, easily sort contacts, or create your own view by filtering using any combination of tags assigned to clients.

TaskBeat allows you to create project portals that streamline communication with clients. Employees set tasks, while managers and clients log in, view progress, and approve orders. All schedules, agreements, and documents are kept in an organized place, providing constant and secure access to selected clients and employees from any location and any device.

TaskBeat helps manage company expenses with a shared company budget. Plan revenues and costs from a single screen, more easily than with a spreadsheet. TaskBeat will generate the necessary reports and summaries and show the usage of individual budgets for each project or order.

TaskBeat offers full integration with popular electronic banking systems, allowing you to automatically import bank statements directly into the company budget. The unique integration enables the uploading of statements and the automatic recognition of the appropriate budget categories or cost centers. With this integration, you can continuously monitor the profitability of your operations and control spending in projects where budget limits are exceeded.

With the application, you can reduce the number of emails, but you don’t have to replace them. You choose how many notifications you receive in your inbox, and you can reply to incoming notifications. You can respond to a client, and the application will automatically register the replies in the appropriate places, notify the necessary people in the company, and store the details of the agreements in the relevant task.

Monitor your team’s progress in real time. TaskBeat displays all changes across all projects: added comments, incurred costs, and logged work hours in one chronological view. Thanks to the unique NewsFeed functionality, the entire team stays updated on everything important. With NewsFeed, you no longer need to request reports or progress updates, as all information is gathered on a single screen and refreshed continuously as work progresses each day.