Tasks Management

Manage Your Tasks in the Cloud

Managing your tasks and to-do items was never easier.

Use your cloud based IQTELL Workspace to create and manage your tasks. IQTELL offers easy task management, which is simply powerful, and quite importantly, accessible to you from any computer!

Create Tasks Instantly

Add an item to your to-do list with just one click – enter a quick text for the topic and press the “Enter” key. While you’re at it, you can also pick a Due Date and even enter a quick description. Later on, you can review your outstanding tasks from your IQ Application Homepage, mark those that you’re finished with as “Completed”, or add any pertinent information as needed.

Tracking the progress of your tasks is simple. You can tag tasks as “Initiated” at the start, and “Completed” at the end. Others may require further follow up. You may flag those tasks as “In Progress”, note action taken, and specify what you’re waiting for as a next step.

IQTELL enables you to customize how to keep track of your tasks and to-do items your way!

Easily Set Deadlines and Milestones

In addition to Due Dates, you may also find it useful at times, to specify a Milestone, e.g., “Due Date of First Draft”. This way, you can stage tasks to ensure the task is accomplished by the Due Date.

Reminders

Worried that you might forget items on your to-do list? Set Reminders for any of your tasks. IQTELL will automatically send you email or text message Notifications to let you know about milestones and deadlines that are approaching.

Example: Set a reminder to notify you a day in advance before a presentation is due, or three days ahead of your parents’ anniversary to make sure you have sufficient time to arrange for flowers to be sent.

Go Beyond the Sticky Note – a Fully Integrated Solution

IQTELL offers the ability to add descriptions, comments, and quite importantly, specify related Contactsto any task. You can also link tasks to other relevant information – such as Email, Notes and Documents.

That way, when you’re viewing a task, you can just click on those hyperlinks to view any related document, email, contact, or note.

Example: While viewing the email you received from Joe, your broker, requesting you to send him your credit report; you instantly create a to-do item from this specific email.

Example: When reviewing the “Prepare a Proposal for Calvin” task, you can click on the “Documents” link within that task to automatically open the proposal you have been working on for this client.

Initiate Tasks from an Email

When you check your Email through the IQ Workspace, you can create tasks straight from your messages. In doing so, IQTELL will automatically copy relevant data from the email to the task you’re creating.

When reviewing such tasks at any time, you can always see the email from which you initiated this task.
Example: You get an email from your manager asking you to file a report by a given date. You then create a task so that you have a work item you can track, set a Due Date, and issue yourself reminders.

See What’s Due at a Glance

Simply go to your IQ Application Homepage and see all your tasks that are “Due Today”, “Due This Week” and “Overdue”. You can easily customize these queries, known as IQ Searches, and add any searches to address your specific needs.

You may also perform Quick Searches throughout your Virtual Workspace for to-do items by using any desired keywords and phrases. These are search-engine like searches within your own Workspace. You can perform such searches to instantly find tasks or to-do items that are related to your “Acura” car, “landscaping”, “Statistics class”, or your “mortgage”.

Be Notified when Action Is Required

Using your IQTELL Virtual Workspace, you may also define useful Notifications for actions you may need to take related to your tasks and to-do items. You will receive emails or text messages letting you know when action is required.

Example: You can define a simple rule for receiving notifications when you have “any tasks due today”, when you have “any past due items”, or when you have “at least ten items due this week”.

Keep Your Priorities Straight

Have a busy week coming up? Categorize and assign your tasks with different priority levels so you know which ones to take care of right away, and which ones you can put off for a few days.

Practical Areas

Household

Create a task to call the electric company with questions about your bill.
Set a Reminder to stop the mail from being delivered while you’re on vacation. Have it sent to your cell phone so you’ll be sure to take care of it.
Make sure you hire a new lawn mowing service before winter ends so that you’re prepared for the spring.

Business

Create a task to prepare for your quarterly presentation directly from the email you received from your manager. Easily refer back to that email when you want to verify the requirements.
After a meeting, quickly add a task to follow up on some questions you promised to answer, or any other action that is required.
When you’re looking for new office space, create a task to keep track of the contact information of the broker you’re working with, the various places you have seen, and whichever follow-up is required.

Class Work

Keep track of all your assignments, presentations, and exams. Set Milestones for the term papers that are due at the end of the month and keep track of related to-do items to complete everything on time.
Define a task for preparing the material you promised to have ready for the project group meeting next week – defining what you’ve committed to, the promised date, and setting a reminder, accordingly.

Miscellaneous

Create a to-do item to call the class president to get more information about your 25th-year high school reunion.
You have plans to be in New York next month and you want to make sure you touch base with your best friends to meet up and a have a good time. Define a task for this purpose, and easily add relevant Contacts to the “Persons” field within the task to have easy access to your friends’ contact information.