Tasks & Electronic In-Tray

The TRACER In-Tray and Task Management is an innovative approach to managing and sharing, at company wide level, all tasks both personal and work related. With full integration with Microsoft Outlook brings a versatile tool that can be taken with you anywhere.

The TRACER In-TrayT is a unique tool that is triggered from the systray next to your clock and details and files items to be completed, whether set by you or your colleagues. Tasks include:

  • Actions
  • Appointments
  • Documents - inwards/outwards correspondence, documents to be read or amended
  • Emails to be reviewed or actioned
  • Phone Calls - missed or to be made
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Adopting the TRACER In-TrayT approach in your workplace significantly reduces the hand written reminders, post-it notes from colleagues, endless emails detailing a call to action.

Our new approach to the company-wide task list eliminates the chance of the post-it note getting lost or the email falling getting lost in all other email for the day. It brings about a full audit trail from when a task is read, rescheduled, re-allocated and finally completed. At each stage users can record and share notes as to progress or issues associated with the completion.

Key features include:

  • Resource management
  • Easy to trigger time recording
  • Direct link to Customer Relationship Management (CRM) for telephone numbers
  • Trigger new email directly from in-tray
  • Auditability and accountability
  • Printing of lists
  • Exporting of lists to Microsoft Excel, HTML, XML, PDF, text and csv
  • Easy to use interface
  • Flexible sorting, grouping and filtering
  • Ability to save favourite searches, reports and templates
  • Comprehensive reminder capabilities

Actions

Fundamental functionality of the TRACER In-TrayT is the simple action or "to-do". Team leaders and team members can create, allocate, manage and share to-do lists within the team.

Appointments

Scheduling of appointments from within the application brings much added benefit over using a standalone calendar from within say Microsoft Outlook. For example:

  • Appointments past and future can be viewed by project/matter
  • Record history
  • Easily attach documents, e.g. Agendas for review
  • Group, sort and filter by date, priority, owner, project
  • Auditability and accountability
  • Printing of lists
  • Exporting of lists to Microsoft Excel, HTML, XML, PDF, text and csv
  • Easy to use interface
  • Flexible sorting, grouping and filtering
  • Ability to save favourite searches, reports and templates
  • Comprehensive reminder capabilities

Documents

TRACER In-TrayT provides a tool to control the progress of documents registered within the Document Management System (DMS). Users are automatically notified that a document has been referred to them, only showing documents requiring attention for that day.

Emails

Email is one of the most critical applications in use today. It is used to inform others of a particular status to requesting or distributing information. In short, today's businesses have email at the core of their working environments. This makes it critical that email is managed well to ensure it remains an effective tool for all. The integration of the TRACER In-TrayT brings many management features, for example:

  • A central repository for all email in EmailTRACER
  • Full audit trail of when email has been read
  • No need to forward, CC other users who sit on the system
  • Documents flagged for review, eliminating multiple copies being distributed through the traditional email
  • Assign a task for review of email and/or attachments
  • Record history / commentary alongside subject matter

Phone Calls

The inclusion of phone calls grouped separately brings once again, it's own benefits over traditional to-do lists. For example:

  • Elimination of manual, easy to lose or misplace paper substitutes, eg sticky notes
  • Reduce emails - alternative method for notifying someone of a missed call
  • Eliminate the chance of the email being lost amongst the multitude of emails received in a day/week
  • Easy to trigger time recording
  • Direct link to Customer Relationship Management (CRM) for telephone numbers