Spreadsheet Meister CSV data or MS Excel data and the formulas we
- Task field tracking
Meister tracks the following fields about each task:
- Task Name
- Task Description
- Company Department (user-defined
- Project (user-defined
- Status (proposed, authorized,
developed, tested, done, on-hold, cancelled)
- Task Type (user-defined pick-list,
ex: bug fix, enhancement, research, etc.)
- Priority (high, low)
- ETA (completion date)
- Number of Hours (billable &
- Assigned By
- Assigned To
- "In the Loop" (automatically copied
on task changes)
- References (links to online
- Related Tasks (links to
- Custom notes
Custom notes may
be added to any task to record promises made, including when and by whom, as
well as intermediate milestones achieved, problems encountered, tests passed,
progress notes, etc.
- Email notifications
custom note is added, the "Assigned by" for the task is automatically notified
- Comments by the team
on the users list may be copied on a task comment or note.
- Related tasks
Tasks may be
noted dependent on another task.
- New task announcement via
An email message is automatically generated to the "Assigned to"
person when a new task is added.
- Multiple tasks
Tasks may be selected for viewing based on:
- Company Department
- ETA (date range, past due,
- Assigned By
- Assigned To
- Containing any designated
- For example, "Show me all the
overdue tasks from the Marketing Department assigned to J. Smith."
- Hours totalizations
totaled for whatever tasks are selected.
- Multiple sorts of task
All task table columns may be sorted. For example, show tasks
sorted by estimated completion date, grouped by person assigned.
- Web page references
based on an existing web page or described in detail in an online specification
or report, you can reference the URL and incorporate it into the task
- This also works for MS Word
documents, Excel spreadsheets, images, and many other file types.
- Security and privileges
security allows access privileges to be assigned by group membership:
- Guest (adds proposed events)
- Contractor (appends notes to their
- Client (can add & modify their
- Employee (can add & modify any
task, and their events)
- Sys Admin (add, modify, delete any
task, event, user)
- Sys Manager (add Sys Admin across
- Background traceability
Background traceability logs show who added, modified, or deleted a
task (if they were allowed to), who changed a task status (to "Done", for
example), and when.
Switch back and
forth between the table view and the calendar view (by due date) of a selected
set of tasks.
- Custom events
custom events, such as test dates, client meetings, rollout deadlines,
- Repetitive events
repetitive events such as weekly project reviews.
- Clickable links
message about a task without taking the time to describe the task just
embed a clickable link to the task page in the message.
- Reference links
As tasks are
completed, the reference link can be to a prototype or other online
- Clickable helps
throughout provide usage tips for the field or command next to the
The above is a partial list. If the feature you desire
is not listed, ask a presale question and it may be in Task Meister. If not, we
stand ready to produce a custom version to your requirements.