Advanced Task Management
Features

Create custom labels for skills, responsibilities, or Filevine roles to include users in task queues.

Set up shared queues that distribute tasks to users with matching labels.

Allow users to browse and claim tasks from manual queues.

Group related queues under processes to quickly identify and manage tasks within a workflow.

Create escalation queues for overdue tasks that require urgent attention.

Assign basic priority levels to queues including Low, Medium, High, and Urgent.

Use a number slider to set advanced priorities based on your needs.

Clearly define each task’s purpose and requirements with detailed instructions.

Choose from various task types, including action, form, and document-based tasks.

Set specific snooze durations to temporarily delay tasks while keeping them on the radar.

Define due dates to enforce deadlines and ensure timely task completion.

Automatically assign tasks to queues based on real-time project data and pre-set conditions.

Trigger the assignment of new tasks upon the completion of previous tasks in a flow.

Use a visual flow chart to map out queue dependencies and create task-triggered queues.

Assign ad-hoc tasks without connection to an entire queue, streamlining urgent or one-off requests.

Create notes in the Filevine project’s activity section when activity occurs in Neodeluxe including task creation, assignment, due date changes, or notes in the task’s comments.

Automatically close tasks when a project’s data meets the exit criteria.

View user metrics from a reporting dashboard including total active users, online vs offline users, users without an assigned task, task metrics per user, and export detailed status of users work.

View queue metrics in a dashboard including total queues, regular vs. escalation queues, auto vs. manual assignment, criteria vs. task triggers, average queue creations per day, and number of each priorities.

View task metrics including total tasks, resolved vs. unresolved, assigned vs. unassigned, average resolving time, snoozed tasks, escalated tasks, and number of each priorities.

Visually view task creations over a set amount of time.

Visually view task metrics including number of resolved tasks, snoozed tasks, and escalated tasks.

Manage tasks from one screen with all key task details.

Manage queues from one screen with key queue details and easy queue activation.