Tasks & Workflows
Manage your entire firm’s tasks, reminders and document workflows with one system.
What are Tasks & Workflows?
triConvey task management makes it simple for you and your staff to stay on top of tasks and critical dates. You have the ability to prioritise tasks, by having all tasks visible by due date. Additionally every day you receive an email of your ‘daily digest’ that contains all upcoming task for the day.
Through triConvey you can assign tasks to staff and view your staff’s tasks. triConvey’s tasks and workflow feature helps you work smarter, not harder and gives you the tools necessary to stay organised.
Through triConvey, your ‘to-do list’ is sorted for every matter. You have the ability to assign tasks to yourself or other staff members. You can create reminders and documents directly from a file and then transfer the document or email to others, if needed.
triConveys task management helps you stay on top of important dates by arranging recurring to-do items into an automated sequence of tasks. Each task can then be broken down into subtasks to create simple to-do lists.
triConveys workflows feature arranges your recurring to-do items into automated sequences of tasks, allowing you to stay organised with every matter. Workflows can easily be applied to new and existing matters. This built in workflow will save your firm valuable time, improve project consistency and create efficiencies.
With triConvey’s inbuilt workflow, it sets tasks to make sure you complete all the required steps in the conveyancing process. It will notify the correct task, with documents included, to the correct person at the right time. Set tasks against each other within the workflows so that tasks appear only when prescriptive tasks have been completed.
triConvey has a feature that will send you an email every morning with a summary of all your upcoming tasks and events due that day. This is called The Daily Digest. It acts as a personal assistant keeping you organised from the start of your day.
You can also see digest within triConvey displaying all your missed calls, events and upcoming tasks at a glance from a central location. The feature gives you an overview of your missed messages. If other staff in your firm take your clients’ messages, they can autofill them with your client matter details and tag you, so you have everything you need to follow up.
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Benefits of Tasks & Workflows
Tasks & Workflows FAQs
Yes! triConvey users can assign tasks to other members of their teams. When creating a new task, pass along information to your colleagues or simply remind yourself of the important details you and your co-workers need to complete the task.
Yes, easily create and customise your workflows, so they work for you. Workflows arrange your recurring to-do items into automated sequences of tasks, allowing you to stay organised no matter how much you have on your plate.
If you need assistance in creating them, please reach out to our support team who are happy to assist.
No! All user will receive an email every morning covering all the upcoming tasks and events due that day.