Master Efficient & Customized Task Management System with Quixy

Quixy Editorial Team

August 9, 2023

Task overload? Missed deadlines? Workflow chaos? Managing tasks efficiently is the backbone of smooth business operations. But without the right tools, things can quickly spiral out of control.

That’s where Quixy’s Customized Task Management comes to the rescue! With its robust customization capabilities, Quixy ensures that tasks are structured, sorted, and visible exactly how you need them. Whether managing a team, leading a project, or streamlining business operations, Quixy helps you stay ahead of your tasks with custom grouping, filtering, sorting, and personalized views.

Let’s explore why customization in task management is a must-have and how Quixy can transform your workflow operation. 

Why use Task Management for Business Operations?

Quixy simplifies task management system with an intuitive and flexible approach. When automating business process workflow in Quixy, tasks are created for various users to take action on them according to the process flow.

Each user could have various roles or be responsible for different processes. So, he will have multiple tasks generated for him in Quixy daily.

In such scenarios, it is very likely to miss the deadlines of essential tasks, which might lead to business process disruption or even a financial loss.

To avoid such situations, Quixy has a wonderful task management extension where users can design their own view of Tasks by Grouping, Filtering, and Sorting based on different criteria. This will help them see and acknowledge the assigned tasks in an organized way and increase the visibility of the process for a user.

Some of the important highlights of Task Management are:

• Sorting and Grouping on selected fields
• Logged user can drill down and see all task details of their team
• Filters to monitor tasks that are completed, pending, overdue, task again
• Colour indicators based on due dates, overdue and the status of the task

Why is Custom Task Management Required?

Every user works differently- what matters to a project manager may not be the same for an HR executive. That’s why Quixy’s custom task management adapts to individual workflows, ensuring the right tasks get the right attention.

For example, a project manager might want to prioritize tasks based on deadlines, while a finance executive may prefer categorization based on approval stages and process. Similarly, a sales team might need a view focusing on high-priority leads.

This is where custom task organization becomes crucial. By allowing users to configure their task views based on their specific needs, Quixy ensures that they can:

• Focus on the most critical tasks first
• Reduce time spent searching for pending approvals or actions
• Enhance productivity by eliminating clutter
• Improve overall task tracking and accountability

With Quixy’s custom task organization, users get a personalized, structured way to manage their workload efficiently, ensuring that no critical task is overlooked.

Do you know? The Task Management Trends Report reveals that only 12.4% of contributors get 6+ hours for tasks, with just 53.3% being productive. Managers rate distraction control at 5.3/10 and seek to free 9.4 hours weekly per team member.

Also Read: Our Lates Platform Updates Quixy Release 5.0

How Custom Software Enhances Task Management?

Unlike one-size-fits-all tools, custom software aligns with your business needs, ensuring efficiency and precision. Here’s how it helps

Tailored Task Organization

For workflow automation users can categorize and prioritize tasks based on urgency, project requirements, or personal workflow preferences, ensuring a structured approach.

Automated Task Allocation

An automated task allocation system can intelligently assign tasks to team members based on workload, expertise, or predefined conditions, reducing manual effort and delays.

Seamless System Integration

Custom solutions integrate with existing business tools such as CRM, ERP, or communication platforms, creating a unified workflow without constant switching between applications.

Real-Time Tracking & Alerts

Automated custom notifications, reminders, and status updates help users stay on top of deadlines, preventing missed tasks or delays.

Custom Workflows & Role-Based Access

Businesses can define workflows with customised workflow management based on their processes, ensuring that tasks follow the correct sequence and are accessible only to authorized personnel.

Enhanced Team Collaboration

Features such as file management system,shared dashboards, in-task comments, and progress tracking enable better coordination among teams and improve accountability.

Scalability & Adaptability

Unlike standard solutions, custom software can evolve alongside business needs, accommodating growing teams and changing operational requirements.

By leveraging custom software for task management, businesses can improve efficiency, reduce errors, and ensure a more organized workflow, leading to better productivity and timely task completion.

Also Read: Introducing Performance Appraisal in KVGB for Transformational Growth

Features of Task Management in Quixy

The features of Quixy help users stay organized, prioritize efficiently, and boost productivity. The custom task views are built on three key pillars, they are

Grouping

Group the tasks based on different criteria, such as application-based, workspace-based, etc., to create a drill-down view of the tasks with groups and subgroups. 

Filters

apply different filters (based on Created Date, Initiators, etc.) to see only desired Tasks in your Task View

3. Sorting

Sort your tasks based on different Fields to Quickly find and take action on Priority Tasks

Also Read: Version Management Benefits: Leverage Quixy for Better Project Tracking 

Steps for Task Management in Quixy

Group your Tasks

i. Grouping Icon is present on the top right corner of the Task Screen.

ii. If the user clicks on it, then the system provides columns to select Columns for grouping: Status, Created Date, Created By, Due By, App Name, Workspace Name, Tag, Field1, Field2, Field3. 

iii. If the user chooses a column and adds a group, then the system will show it by Group by - column name dropdown  

iv. After adding the required groups, the system will display the number of groups added in braces beside the Group button. As soon as a group is added/removed, the count will be updated , and the grouping effect on task results should be applied.  

Also Read: Get quick help with Quixy’s Feedback feature

v. System will display the number of records for each group of records created. 

vi. If the 2nd level of grouping is applied then, the system would display nesting groups with steps inside.

vii. The user can expand/collapse the Groups as per his requirement to see the number of tasks under each group.

Also read: Quixy’s Custom Notifications to Fast-track your Workflows

Apply filters

i. You will find the Filter Option in the top right corner of the Task Screen.

ii. Add a field to filters with the help of a select dropdown with the list of columns. 
Columns available in Filters:   

• Name of the Task 
• Status of the Task (Completed/New/Over Due) 
• Due Date of the Task 
• Created By (According to the Task Initiator)
• Created Date of the Task: (Tomorrow, Yesterday, Current week etc.) 
• App Name
• Workspace 
• App Fields (Field 1, Field 2, Field 3) 

iii. If the user is applying filters based on App Fields, then the System will provide operators based on the type of the field. For example: 

• Text: Is, Contains with provision to enter text. 
• Number: Equals to, Not equals to, greater than, less than, greater than or equal to, less than or equal to with provision to enter a numeric value.  
• Date: Is operator with given values as mentioned in Due by.  

iv. As soon as the user adds filters for tasks, the system will display the number of filters added in braces beside the Filter button. The system will refresh the screen and update the task list after applying filters.  

Watch Webinar: Promote Accountability and Drive Performance with Quixy Tasks

Sort Your Tasks

i. Sort Icon is present on the top right corner of the Task Screen. 

ii. Add a field to sort by with the help of a Single select Dropdown to choose columns. 

iii. Tasks can be sorted based on the following fields: Task Name, Status, Due By, Created By, Created Date, App, Workspace, Field1, Field2, Field3  

iv. As soon as the user selects a column, the system should display sorting options based on the type of element. (The Ascending order is selected by default) 

v. Text: A-Z and Z-A  

vi. Number: 1-9 and 9-1  

vii. Date: 1-9 and 9-1  

viii. System should provide a provision to change the sorting order based on the type of column chosen.  

ix. As soon as the user adds fields for sorting, the system will display the number of sorts added in braces beside the Sort button. The system will refresh the screen and update the order of tasks as per the applied sorting.  

Also Read: Boost Your Business with the 7 Best Task Management Software

Save Task View 

i. User will be able to make customizations in the task screen and save it as a custom view.  

ii. If the user makes any of the following changes, then the system will enable the Save button beside the My Tasks title .

iii. If the user clicks on the save button, then the system will provide a popup with a provision to enter the name of the view.  

iv. System will disable the save button in a view till the user makes any change in view.  

The Saved View will be Visible in the List of Task Views 

Brownie Tips!!

The Saved View can be tagged on the User’s Dashboard for better accessibility.
One user can create multiple Views and tag them on multiple Dashboards. 
The Organization Admin and Workspace Admin can manage their and their Team’s Tasks from the task management window.

Conclusion

Efficient task management is no longer a challenge with Quixy’s Customized Task Management. By enabling personalized views, grouping, filtering, sorting, and real-time tracking, Quixy ensures you never miss a critical task again. Whether managing teams, leading projects, or handling approvals, Quixy gives you the flexibility and control to streamline workflows, enhance productivity, and drive better outcomes with rapid application development.

With Quixy’s custom task management, you can take control of your work, not the other way around. Try it today and schedule a demo today to experience seamless productivity with Quixy!

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