Task Management for Training Companies

Ensure your entire business is rowing in the same direction

Task Management for Training Companies

Stop things falling through the cracks

Know what's happening, when

With complete task management, you can see at a glance where projects stand 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 companies

Effectively manage your workday

Workflows enable you to work smarter. Schedule task generation for scenarios such as confirming catering when a course 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 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 meaning nothing falls through the cracks. Course management software that you can rely on. 

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Company managing admin processes on a training management software system

Task management software that makes sure things get 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 status 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
read our case studies