TRACKTIVE is all about everyone
connected & everything in one place

Tasks are a To Do list in Tracktive. Created, by each team member for themselves or assigned by a team manager. Besides setting a date and time, one can include detailed instructions, attach documents (files) and even budget disbursements and expenses. When it's time to work on it, simply click the activate button and every thing comes across into a timing activity. Update the Activity with new notes and you're done.

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Set the budgeted time and priority

Create a Task for yourself  or assign one to a team member. Set the date, time and duration along with a priority. It will automatically appear in your or the assignee’s workflow.

Task Stream:

Newly added tasks appear at the top of the stream, so you can get a crystal-clear picture of the outstanding items and or open issues.

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Instructions

By providing a set of "instructions" for a task, Tracktive ensures the reasoning behind the task is always available, reducing grey areas. Be as detailed or succinct as need be.

Recurring tasks

With a multitude of recurring scenarios built-in, Tracktive’s tasks will fit any style of work.

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Project Details

No guessing required.. Tracktive displays the Project Budget and Actual onscreen every time you create a task for a project.

BILLABLE

Allowing for flexibility and discretion, the Billable checkbox is on by default, but can be overridden by the user.

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Document Attachments

Attach one or many documents (audio/video files, documents, spreadsheets, drawings.. you name it) to an activity, it/they automatically get tagged to the project and available to all team members if shared.

Rich Text Formatting

Make your notes ONCE. Format them just as you would in a word processor (font/colour/size, bulleted lists) and include web links, email links, pictures, links to other docs, add pictures etc. make your notes come alive, Tracktive saves it all.

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OUTLAYS:
disbursements/expenses/materials/services

Set up budgets for Expenses & Disbursements directly. They get tagged to the Project immediately.

Activate

Tracktive’s Task activation feature is unique… simply click the Activate button and the task will be converted to timing Activity (while relieving it from the Task list) with all instructions, budgets and attachments… just add new notes and you are done.

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General
  • Create/Assign/Schedule tasks
  • Add recurring features with the built-in recurrence engine
  • Created budgets for Time, Expenses, Disbursements
  • Rates: auto calculated based on built-in flexible rate rules
  • Real-time feedback on Project status actual vs budget
  • Activate a Task and convert it to an Activity (automatically) where all information flows to it
Document Attachments: Attach any type file (auto linked to the project)
  • Any type of MS Office file
  • Video
  • PDF
  • Audio
  • Drawing Files
All notes areas support Full Rich Text Formatting
  • Change/mix fonts
  • Hyperlinks
  • Bold, underline, italicise, highlight, colour, shading
  • Email links
  • Bullets with multiple styles
  • Pictures
  • Copy/paste
  • Partial spreadsheets
  • Undo/redo
Inline capture of Outlays: Disbursements/Expenses/Material/Services details (project is automatically tagged)
  • Date
  • How it was paid for (list provided)
  • Outlay itself
  • Unit price (system auto calculates extensions)
  • Quantity
  • Any notes specific to the disbursement
  • Currency
Desktop sharing
  • With TurboMeeting’s collaboration built-in (optional feature) simply click, invite and connect.
User empowered billable/non-billable
  • While Tracktive can be set to make all activities billable.... The user has the ability to override this setting by simply "unchecking" the billable checkbox.
SR & ED tracking
  • In many countries tax authorities provide for beneficial treatment of Scientific Research and Experimental Development (SR&ED) efforts. Tracktive helps firms track these activities at the source, by users simply "checking" SRED checkbox for eligible activities.

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