Projects & Tasks
Projects That Start The Moment A Deal Is Won
One-click project setup with templates per division, task dependencies and department-wise progress, created automatically from won opportunities.
- Works with every Effezient module
- Android & iOS apps
- Pay only for active users
Trusted by growing businesses across India since 2014
Sound familiar?
The Problems Projects & Tasks Solves
Lost in handover
Sales closes the deal, and delivery hears about it a week later.
Every project from scratch
Each division rebuilds the same task list again and again.
No view across departments
Leadership can’t see which projects are slipping until it is too late.
Features
Everything In Projects & Tasks
One-click setup
Create projects instantly from templates designed per division.
Task dependencies
Tasks start in the right order, so nothing begins before it can.
Import projects
Bring existing projects in without re-typing.
Resources & milestones
Plan resources, timelines and milestones together.
Department-wise progress
One dashboard for progress across every department.
Automated reminders
Owners are reminded before tasks fall behind.
Effezient Pro mobile app
Tasks And Plans On Mobile
Everyone sees today’s tasks and activities in the app, with overdue work highlighted and reminders that keep projects moving.
Automated for you
What Happens Without Anyone Lifting A Finger
- A won opportunity creates its project automatically
- Templates set up tasks, owners and milestones in one click
- Dependent tasks unlock when the previous task is done
- Reminders reach task owners on mobile even when the app is closed
Connected to the rest of Effezient
Works best with
Connect It To The Rest Of Your Business
FAQ
Projects & Tasks Questions
How does a project get created from a deal?
When an opportunity flagged for a project is won, Effezient creates the project automatically, so sales hands over to delivery without a meeting.
Can each division have its own template?
Yes. Templates are designed per division, so a project starts with the right tasks and milestones.
Can we bring in projects we are already running?
Yes. Existing projects can be imported.