TaskCentral – Streamline Task Management & AutoTask Integration

Optimize project and task management with seamless integration between Dynamics 365 Business Central and AutoTask. Track, assign, and manage tasks efficiently, all in one centralized system.

Challenges

Fragmented Task Tracking

Tasks scattered across multiple platforms reduce efficiency.

Missed Deadlines

Lack of centralized tracking leads to overlooked assignments.

Unclear Responsibilities

Team members may not know their exact tasks.

Underutilized Resources

Manual tracking prevents optimal workload distribution.

Disconnected Platforms

AutoTask and Business Central not synchronized.

Data Redundancy

Manual updates create errors and duplicate records.

No Real-Time Analytics

Difficulty tracking task completion and project progress.

Lack of Accountability

Hard to measure team productivity without proper reporting.

Key Features

Centralized Task Dashboard

Manage tasks across projects and departments from a single interface.

AutoTask Integration

Sync tasks between AutoTask and Dynamics 365 Business Central.

Automated Notifications

Keep team members updated on task assignments and deadlines.

Custom Task Templates

Standardize recurring tasks for efficiency.

Priority & Status Tracking

Easily monitor progress, urgency, and completion.

Resource Allocation

Assign tasks based on availability and workload.

Reporting & Analytics

Gain insights into team productivity and project status.

Collaboration Tools

Comment, share, and update tasks within the platform.

Process of Implementation

Requirement Analysis

Identify task workflows and integration points.

Configuration & Setup

Set up TaskCentral dashboards and templates.

Integration with AutoTask

Connect AutoTask for seamless task sync.

Testing & Training

Validate workflows and train teams on the system.

Deployment

Deploy the solution and provide training to teams.

Go-Live & Support

Launch the solution and provide continuous assistance.

Specifications

Seamless Integration: Sync all tasks between AutoTask and Dynamics 365 Business Central.
Task Lifecycle Management: Create, assign, track, and close tasks efficiently.
Automated Alerts: Notify team members about deadlines, updates, and changes.
Customizable Workflow: Adapt TaskCentral to your unique business processes.
Central Dashboard: Monitor all tasks, projects, and team activities in one view.
Detailed Analytics: Generate reports to measure productivity, task completion, and resource usage.
Collaborative Interface: Teams can comment, attach files, and update progress in real time.
Scalable Solution: Suitable for small teams to enterprise-level organizations.