Smart Tasks in Boatyard Task Manager are intelligently recommended tasks designed to help you stay ahead of your workload.
By analyzing your current orders and jobs, Smart Tasks identify key actions that need attention—like outstanding invoices and estimates—so nothing falls through the cracks.
With Smart Tasks, you can streamline task management, prioritize what matters most, and ensure tasks are assigned and completed efficiently. This feature saves time, reduces manual oversight, and boosts team productivity by surfacing the right tasks at the right time.
Key Steps
Access Smart Tasks
Open the Boatyard Task Manager from the home screen.
Navigate to the Smart Tasks tab.
Identify Task Recommendations
Look for the red dot indicator, which signals a recommended task that needs attention.
Review the Recommended Task
Click into the Smart Tasks tab to view the task details.
Assign the Task
Click on the + icon next to the task to add it to My Tasks.
Alternatively, click on the specific task to open assignment options.
Select the appropriate team member to assign the task to.
You can also set the following:
Due Date: Ensure the deadline aligns with urgency.
Priority: Mark the task with the appropriate priority level.
Tips for Efficiency
Stay Proactive: Regularly check the Smart Tasks tab to address task recommendations promptly.
Prioritize Wisely: Focus on tasks with high urgency and operational impact first.
Communicate Clearly: Provide team members with any additional context or expectations when assigning tasks to avoid confusion.
By following this process, you can ensure efficient task management through Smart Tasks, enabling faster task completion, better prioritization, and improved team collaboration.