Oas36ty's Best Task Management Software for Service Businesses

Oas36ty's Best Task Management Software for Service Businesses

It’s an unfortunate reality of running any business: Tasks do not cease. To accomplish everything that makes your projects successful and your clients happy, you’ll be faced with the challenge of managing all kinds of tasks.

When you’re starting out and have just a few clients to juggle, it may seem reasonable to let your employees handle their own tasks in a silo. As long as deliverables get done, why does it matter how they choose to organize and track their responsibilities?

You’ve no doubt discovered the answer if your service business has grown, your team has increased or you’ve experienced turnover mid-project. While you could use an old-fashioned task list on paper or on desktop sticky notes, there are far more significant benefits of incorporating a web-based solution your entire team can use.

Advantages of an Interface That’s More Than a To-Do List

Basic to-do lists won’t cut it when you take on many projects at once, not to mention if they’re different types of projects attached to more than one type of service. Using only traditional lists or spreadsheets as your task management tool can increase the risk of:

·       Overlooking client requests

·       Missing important deadlines

·       Failing to internally communicate key updates about project tasks

·       Extending project timelines

On the other hand, task management software can make your team more effective by:

·       Providing a single source of visibility about client work

·       Tracking task dependencies and keeping a record of delays

·       Reducing the need for emails and excess internal communication

·       Compiling data to help you pinpoint inefficiencies

·       Below, we’ll cover top platforms in several categories of task management and associated functions:

Best Task Management Software for Client Work

The task management software that works best for a client-based business is one that does much more than allow your team to check things off. It should show task assignments, allow you to build automated workflows and help project managers assign tasks based on workload. Furthermore, each task should be connected to a project or client record to make it easy to track billable work and generate invoices based on said work.

Thus, the best task management software is actually an end-to-end client work management platform. Let’s review how Oas36ty fits the bill.

Oas36ty Task Management Software

Oas36ty is a cloud-based client work management platform designed to help professional services firms, including agencies, consulting firms and MSPs, manage client relationships from prospecting and projects through to payments and retainers. The platform can handle complex projects, as it contains a wide range of project templates and auto-assigns tasks based on quoted work.

No matter your industry, you can customize Oas36ty to expand internal visibility, improve collaboration and increase profits.

Key Features

Trigger automations to build custom workflows that streamline business processes

Centralized client database with custom fields that connects client records to projects, tasks and billing

Project management tools, including automated time trackers, useful project templates and resource management 

Retainer tools, including contract management and recurring work automation

Pricing Plans*

Starting at Rs. 599.00 per product per user per month, your cost will depend on your needs. You pay only for the licenses you’ll use for each product: Sales, Projects, Tickets, Retainers, Billing and Reports.

Strengths

·       Not limited to one industry, so it’s customizable for all professional services businesses

·       Includes solutions for all stages of client work

·       Streamlines workflows to save time and increase efficiency

·       Recognized as #1 in customer satisfaction for Professional Services Automation for the third quarter in a row based on real user reviews

Weaknesses

·       The platform may be too robust for small businesses seeking only one or two functions

·       Not the best fit for teams of under five people

One busy accounting firm used Oas36ty to cut redundant tasks without missing a beat during tax season. Your business could follow suit! Start a free trial or schedule a demo to see how the platform could exceed your expectations of task management software.

How Task Management Software Can Benefit You?

Software designed specifically for managing the many tasks involved in reaching a certain objective or completing a specific project is called “task management” software.

Benefits of Best Task Management Tools

In addition to letting, you keep tabs on every area of your task management from a central hub, the Best Task Management Tools also provides a number of other useful features. Aside from its obvious usefulness, task management software also has the following benefits: