AccountKit’s Post

View organization page for AccountKit, graphic

1,041 followers

Stop guessing what each team member is working on, and what their capacity is. Why track tasks manually when you can automate and simplify your team’s workflow? ✅ See What Your Team’s Working On: Use the Workflow Management Tool to track tasks across all clients, client groups and projects. Customise templates to fit your practice and include work instructions to standardise processes across the team. Create and link emails to related work direct from your email to give context to the work being done. Post timesheet entries straight into XPM without leaving workflow (coming soon). Gain real-time visibility into tasks and progress, saving your team time and boosting productivity and efficiency. Learn more about Workflow Management by booking a discovery call: https://hubs.li/Q02FxMyB0

  • No alternative text description for this image

To view or add a comment, sign in

Explore topics