Projects, tasks and planning

Calendars and GTD-lists (todo-lists)

The calendar in the OneBox system is a multi-functional automated planning tool that combines the most convenient features of the classic calendar and todo list — the task list. You do not need to manually transfer tasks to the next day, the calendar carries the actual tasks automatically. In the OneBox calendar, you can filter orders and tasks by different parameters. The system automatically builds tasks according to priorities. You can bulk change statuses, move tasks and add comments to them.

Projects, tasks, orders

Conduct all projects, tasks and orders of your company in the same OneBox system. In projects, the system allows you to see all the tasks, orders, events, documents and payments associated with the project. And also displays statistics of both a separate project and all projects of the company in the form of a funnel, a chart or a list. Tasks and orders are customized business processes, but you can add and edit them. In your OneBox system track statuses for individual tasks, orders, or get a summary report. Analyze and manage all processes in one system.

Ability to create your own types of task

By default, business processes in the system are divided into three types, corresponding to the three entities: order / task / project. But you can add and customize your task types based on these entities. Your additional task types will be available in the system along with the standard ones. You can add an infinite number of them yourself, you can edit and delete them. Unique task types allow you to customize the system to your individual requirements. Specify all the possible and necessary for the work sections, which are accessed through the buttons of the main menu.

Configurable filtering and segmenting of every list

Almost all the working data in your OneBox system: contacts, orders, tasks, products, projects and others you can display in a list. In each list, you can filter, which allows you to instantly segment the list according to the desired characteristics. You can use the default filtering, or you can add your filter fields and search for the data by the values ​​you need. This allows you to set the selection parameters and quickly retrieve the data from the list, apply mass editing to it, start the distribution, move, change the status, and so on.

Displaying of sampling in calendar view

Customizable flexible filters in the OneBox system allow you to select tasks and orders by specified characteristics. If you need to work for a task or order queue, open them in the form of a calendar. This is very convenient, so you will see tasks for the current day, for a week, for a month. Tasks in the calendar are filtered according to the conditions you have chosen: for business processes, for task authors, for executives, and many other criteria that you ask. Filtered selection in the calendar can be used for further work without going to other windows. Flip the calendar, transfer tasks, change the priority, mass edit and plan. Quickly navigate the types of tasks and their statuses allows a color difference: for example, expired tasks are shown in bright red, executed — pale gray and so on.

Displaying of sampling as Gantt chart

The Gantt chart — one of the planning methods in project management is available on the OneBox system. This method is used by companies to display the structure, the list of works under the project and visually reflects the planned time frames of each stage over a period of time. To use this method in the OneBox system does not require time to build a chart, OneBox will do it automatically. Filter the entities you need: tasks, orders, projects, and open the sample as a Gantt chart.

Displaying of sampling as a funnel

Filter the tasks you need in the OneBox system and select the display as a funnel. The funnel allows you to track statistics for all phases of business processes, identify problem areas, eliminate or optimize them. If you consider a funnel on the simplest example of sales, then the entrance to the funnel is the customer's first appeal. Below the next part of the funnel is the presentation stage, it is more narrow, since not all clients reach it (they have eliminated non-targeted and disinterested ones). Even lower is the stage of a closed deal, to which even fewer clients come. The task of the business is to bring more customers from circulation to the final stage. The funnel helps to understand at what stages how many customers are lost, to find answers, why it is so that to improve the efficiency of the business process.

Displaying of sampling as PERT chart

The PERT diagram was created by the US Navy for the project to build a missile system. Nowadays this method is used in business to graphically display the planned timeframes and stages of project implementation. If you use this tool in working with projects, then the OneBox system will help you with this. In the OneBox system, filter out the data you are interested in and open it in the form of a PERT diagram.

Import and exports of any sampling in Excel

The OneBox system in real time generates samples, according to the data and in the form that you need. To do this, specify the parameters for generating the report, click "Filter". You can send the received sample as an XLS file — export. To do this, after the sample is selected, click on "Export to XLS". You can also download — import the selection into the system from the XLS file. To do this, click on the "Import Excel" button and download the file.

Configurable columns in tables and reports

The OneBox system is convenient for its flexibility and adaptability to the client's tasks. In OneBox, you can display the data you are interested in as tables. In the tables, you can change the columns: swap them, unnecessary to disable. That as a result will allow you to get a table without unnecessary information, it's very convenient. In addition, you can configure how to receive reports. The columns in the reports are also customizable.

Full history of every task's changes

When you implement the OneBox system into your company, it should become your only "window to work" for your employees. When your employees use only corporate communication channels through OneBox to communicate and all the work is displayed in the system, you can see the full picture of what is happening. Directly from the open task in OneBox you can call, write a letter, send a message. All task events, comments and status changes are stored in history, they remain permanently available and can not be deleted.

Work with several contacts in one order

If you want to discuss an order with more than one representative of the client, then you can bind several contacts to the order. This allows you not to waste time writing comments that if Ivan does not answer, then contact Peter and manually add his contacts, and then look for this comment. You just add several contacts to one order and in the process you choose who you need to contact.

Payments binding to orders or projects

The OneBox system is designed to retain related entities. As, for example, orders and payments for them or projects and payments. This when working with an order or project allows you to see the status of financial obligations between you and your counterparty. It also allows you to see which payment to which particular order or partner is tied, if you are looking at a general list of payments or a payment report. If you opened an order or a project, you can view the associated payments, the date, amount, and so on.

Automatic creation of payments in the order

To maximize the process of processing orders, OneBox offers automatic actions that simplify the work of the manager: they create and conduct payments automatically. When creating an order, the expected payment is created automatically, you can specify in which currency the payments will be created. The system can automatically set several accounts for one order, if necessary. If the date of payment is not specified, then OneBox will deliver the date specified in the "Run to" order field.

Orders' integration with delivery services

Integrate the OneBox system with delivery systems: Nova Posta, Mistekspress, Intime, PickPoint, Sdek. This allows your customers in the order to create shipping invoices and send or print them, print stickers on parcels. Your system receives information about changing the status of the delivery and on the basis of this automatically changes the stage of the business process. The list of cities where new branches of delivery services are opened is automatically updated. To configure the integration of the system and the delivery service, you need to open the "Integration" in the "System Settings", select the service, enter the login, password and TSC that the delivery service assigns to you.

Ribbons of comments and chats within the projects and tasks

In the OneBox system, tasks and projects have a block for writing comments, these comments completely solve the issue of corporate chat. You can put the likes and dislikes to records, you can mention a colleague, he will receive a notification and answer. Your colleagues can use the option to quickly add a quote to your entry and specify what their answers are. Comments show the correspondence between employees and save it in chronological order. In the comments you can write not only text, you can attach files to them. In addition, in the comments OneBox records the actions of managers or automatic actions of the system: transfer to another stage, change of the responsible, as well as correspondence with clients.

Automatic and manual task assignment in projects

Manage your projects on the OneBox system to see everything related to the project, track the statistics of all projects or make a selection for the individual projects that interest you. All tasks related to the project will be reflected in a workable form. You can set new tasks for the project directly from the project window. In addition, the system OneBox can independently set tasks, if you specify, add an automatic action in the settings. For example, when the project moves to the next stage, the system checks whether the project has active tasks. If not, OneBox sets tasks automatically.

Binding of KPI to actually executed tasks

If you have a clear understanding of how many tasks an employee of a particular role should close in a day, you can automate the control of the number of completed tasks. Specify how many minimum tasks an employee should close per day and specify the maximum number of tasks. Your OneBox system will notify the superior manager of the need to intervene in the work of an employee who has not reached the required minimum of tasks per day, and also will tell who overfulfilled the plan so that you could reward such an employee and check the quality of tasks.

Bulk management of tasks, projects and orders

The speed of work with tasks, projects and orders is important for saving time and as a consequence of other company resources. Therefore, in the OneBox system, mass management of these entities is available, which has accelerated their editing tenfold. The system of filters will help you quickly to select the tasks, projects and orders that you need. The resulting selection is opened in the form of a list, tick the required items and apply mass management. You can mark all the positions on the page in one click on the check mark at the top of the page, and then change the date, add a comment, change the responsible person and so on.

Highlighting of "hot" tasks

A calendar in the OneBox system is a convenient and multifunctional tool for planning and executing tasks. For intuitive orientation in calendar tasks, you can use the color difference between the stages of business processes. In addition, if the deadline for the task expires, the system automatically marks this task with a fire icon, indicating that the time is on. In addition to graphical display, the author and the task executor can be notified of the deadline approach.

Coloring tasks in statuses

In traffic, color signals are used for quick orientation, which we perceive already reflexively. Similarly, the work in the OneBox system is brought to automaticity, thanks to the color palette of the stages of business processes. You independently indicate what color the tasks will have in a particular status. This will allow your managers to quickly determine the necessary tasks among the others and significantly speed up their work.

Manual and automatic control of tasks' execution

The OneBox system is able to partially replace the manager in matters of control over the fulfillment of tasks. The department administrator can manually open all tasks of the subordinate and see which statuses they are. But to automate this process, the system has automatic actions that send notifications after the expiration of the task. Which is very convenient and removes the burden from the head. The notification can be sent to the client who set the task.

CRM synchronization with each other

If your business partner also works in the OneBox system, then you can synchronize your tasks and automate your cooperation, which will make it even more fruitful. To do this, at the desired stage of the business process, add an action that specifies the address of the partner system, the email manager, and what task it should open. Such interaction will lead to a new qualitative level of interaction with your counterpart.

Voice setting of tasks

To use this functionality, you need to click on the microphone icon and speak the task. After you start talking, a second delay will be perceived as the end of the phrase. Then the phrase goes to the recognition. If it's possible to build a task from it, the task page will open, and otherwise — all that you've said will be entered into the global search bar of the OneBox system. Words: "Create", "Deliver", "Remind" are key. Words: "on", "responsible", "manager", "assign" signal that the following two words need to search the person responsible for the task. After words, "subject", "text", the rest of the text will be entered in the name of the task. If the responsible is not chosen, then the author of the task will be responsible. Voice setting of tasks speeds up your work.

Quick connection of employees to correspondence

To connect your employee to the correspondence — just put the @ icon and start typing his name in the comment field to the task or project. Your colleague will receive a notification with the text of your comment and a link to the task in which he can go in one click. If you mentioned the employee in the task, then after the appearance of new comments, letters or changes in the statuses of the task, he will automatically be notified. This option is familiar to Facebook users.
Business software for lazy bones
New version of OneBox is already available!
Consulting CRM-specialists — +380 (44) 390-09-85
Ready CRM in 2 minutes
.crm-onebox.com
By clicking on the button, you automatically accept license agreement.
No, I'm too lazy...