Business partners
Get a taste for CRM module. Manage projects integrated with your base of business partners.
Lead projects centered around business partners
Assign tasks, plan and efficiently manage separate tasks and entire projects for individual vendors, clients, and business partners.
Import your business partners with ease
Collect data about all your clients and business partners in one program. Add business partners manually, by importing a CSV file, or directly from an Excel file.
Everything
in one place
Manage your business partners’ data. Check their tasks, account managers, domains, and more. Since the tasks are linked to the business partners, you can always see how many and which projects you’re currently doing for them.
Collect information about business partners
You don’t need to browse through a client’s website and 10 different systems – in TastyTask, you’ll find all the important information on a business partner.
Work more efficiently
Control your and your co-workers’ work time. Check which business partners require the biggest amount of time and work and assign account managers accordingly.
Filter, sort, and divide
Search for and organize your business partners however you want. Filter them by name, domain, status, account manager, and more; sort by tasks or activities. Adjust the list view to your preferences and create your own filter with a click of a button.
Invite your business partners to share your projects
Grant access to external business partners, allow them to follow work progress and assign or receive tasks.
Use roll-out task list preview for a given business partner
Thanks to convenient views, you can easily check who’s doing or did what, how much time has passed since a task was created, and which tasks have an approaching deadline – all that provided for each business partner.
Create Tasks from the Business Partner View
Minimize the time needed to create a new task for a specific business partner by adding it directly from the partner module.
Create project teams
You’re a business partner’s primary account manager, but the service requires the work, permissions, or knowledge of more specialists? Now you can easily assign additional account managers to the business partners so you can always find people responsible for attending to a given business partner and completing specific tasks.
