Keep Better Track of Projects
Need to keep better track of your client projects? No problem.
Set up the to do list and share it with your co-workers.
Need to keep track of that honey do list? No problem, just make it
Versatile and Easy to Use
PBT has a versatile and easy to use project/to do list tool. Unlimited
tasks can be added to any to do list. Tasks can be dated and or
prioritized. There is a status column on the tasks page that uses color to
quickly show you whether you are past due, on target or not started.
There is a great report for a
single list, or
you can get a
“hot list” with all your red colored from across all to do lists.
There is even a
Gantt chart for seeing where you are at a glance.
Use From Your Mobile Phone or Desktop Browser
The PBT To Do List tool can be used from your desktop browser or your cell
phone. Like all our tools, whatever you enter from your cell phone is
immediately on the desktop version. So tracking projects on the go just
became a breeze. You can collaborate with your clients as well. With
our client access module, your clients can also make updates to the list and add
items. To Do Lists can be personal or you can give access to whatever
users and clients you wish. Track percentage complete, easily change
priorities, and mark tasks complete with a simple click of the mouse. Now
that’s power. That’s PBT.
Integrated Time Tracking
Once you set up a project, PBT users can easily use the time clock tool to track
time to the project. Know exactly how many hours have been spent on each
task. All times charged to projects can quickly and easily be invoiced.
Now there's an idea, actually integrate projects and billing.
All Projects Visible in the Customer Care Center
Like everything else in PBT that is related to a customer, you can see all a
customers projects and progress right from their record in the Customer Care
Center. See what projects are complete, what progress you've made on
others--all in one place. This PBT thing is sounding pretty good.
Allow Customer/Client Access
Collaberating with your customers on projects is easy with PBT. Once they
set up their client account, you simply add them as a participant on the
project. They can see the whole thing. They can add tasks.
They can make comments.