Qfactor November 2022 Feature Update
Tasklist - Task Management Feature
Qfactor’s Tasklists feature allows you to create tasklists (aka checklists) and assign tasks to employees so you can easily measure what’s getting done and, more importantly, what's not getting done. We will be updating the help file and videos next week as well as offering Zoom training for each of our clients.
Task Calendar
Project Calendar
New Fields Added to Projects/Proposals
Primary and Billing Contacts can now be added directly from the Edit Project Details screen as seen here.
Menu Changes
The name of the Assignments menu item changed to Tasks. The Assignment report is now Project Roles and is shown on the Tasks dropdown menu. The first three items, Project Tasks, Tasks Calendar, and Project Calendar are related to Tasklist. They won’t be populated until your company starts using the feature.
Map of Projects was renamed to Projects Map. An alert bell is added for past due tasks and the support menu is now a question icon.
New Tasks dropdown menu
Status Change Notifications
The ability to add a company user to notifications is a new feature. This means a user doesn’t have to be added to the Project Contact tab in order to be notified when a status is changed. The example below will notify the project manager, accountant (based on Contact Role), and Tom Mott, the owner of the business., as a User. Each field can have more than one value.
