Projects and assignments
Group related work and assign tasks to the responsible people.
PROJECT & TASK MANAGEMENT
Keep responsibility visible. Keep projects moving.
Track projects, assignments, task progress, comments, checklists and billable work without separating project delivery from your business records.
Assignments Checklists Recurring tasks Billable work
Projects & Tasks
THE BUSINESS CHALLENGE
A project is a sequence of responsibilities, not a title.
A service project can involve a sales commitment, several assigned employees, revisions requested by the client and work that needs to be billed. Teams need to know which tasks are still open and who owns the next action.
XlinkONE includes task and project records, recurring tasks, checklists, comments and progress tracking. Supported billable-work features allow relevant delivery activity to feed invoicing processes.
WHAT YOU CAN MANAGE
Tools for the work behind projects & tasks.
The important capabilities are the ones that help your team record work consistently and follow what happens next.
Checklists and comments
Keep operational details alongside the task rather than scattered across messages.
Recurring and copied work
Use supported recurrence and duplication workflows for repeated business activities.
Billable tasks
Identify eligible work for client billing through supported invoice workflows.
A PRACTICAL WORKFLOW
Make the next action easy to find.
Follow the work in a clear sequence, with each stage recorded in the appropriate ERP module.
STEP 1
Plan the work
Create the project and define tasks, owners and expected activities.
STEP 2
Track execution
Update status, checklists and comments as work is performed.
STEP 3
Close and bill
Review completion and handle billable items under the supported workflow.
IN A REAL BUSINESS
A design project involving three departments
A designer prepares the artwork, a supervisor approves changes and an accounts employee invoices the completed assignment. The project record helps connect the tasks and responsibility across that handoff.
YOUR QUESTIONS
What to know about Projects & Tasks.
These answers explain the intended scope. Actual availability depends on your plan, configuration and the deployed ERP version.
Can XlinkONE track recurring tasks?
The task module includes recurring and copied-task workflows. Recurrence options depend on the implemented version and configuration.
Can project activity be billed?
Supported billable-task workflows can connect eligible project work with invoicing. Billing rules and taxes need to be reviewed.
WORK WITH XLINKONE
Create Your Workspace Bring projects & tasks into your business workspace.
Explore the available configuration and connect the records your team needs to manage.