Task Management for Training Organizations

Keep your business focused on the same goals

Task Management for Training Companies

Stop things falling through the cracks

Visually manage what and when things happen

With the accessplanit task management tool, you can see at a glance what projects you have on, and what is outstanding. Set up tasks based on events and triggers, for greater control and visibility of what’s happening. Check on the status of yours and others’ tasks, and issue reminders at any time.

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Course management software dashboard for training organizations

Manage your workday efficiently

Workflows enable you to work smarter, not harder. Schedule task generation for scenarios, such as confirming catering when a course-date is approaching; chasing outstanding invoices; adding more course dates when a course is nearing capacity, and following up on sales opportunities.
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Training company software dashboard

Never forget to a task again

Harness the power of the Workflow Engine to set up automatic tasks for any user, based on the rules you set up. Ensure that nothing falls through the cracks, with course management software that you can rely on. 

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managing admin processes on a training management software system

Task management software that gets things done

Define the triggers you want, to automatically set up the tasks you need

Improve accountability across your business

Emails are great, but tasks allow you to see completion statuses at a glance

Use task reminders to support your workload

Complete visibility over what has been done and what hasn't

Set up tasks and checklists based on events and triggers

A wide range of filters and triggers for complete flexibility

Define the details that matter to you including assigned users, priority, due date and progress

Add task lists to your Dashboard for an immediate overview as soon as you log in

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Software that ensures nothing falls through the cracks

accessplanit contained all the functionality we required to simplify processes and speed up training accessibility across the pharmacies. We are delighted with the results and capabilities of the system.

Nicola Flood, Lloyds Pharmacy
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