Tasks are the fundamental building blocks in iBE to manage the delivery of work and creation of value. There are several kinds of tasks for example:
- Tasks within a project used to breakdown a larger project into smaller work packages or deliverables
- Sales tasks such as setting up a meeting, sending an email or making a call to a prospect or client
- Internal ad-hoc tasks or to-do list items
- Support tickets
All of the cases above are represented as tasks in iBE.net. Sometimes they are called "tickets" and sometimes "activities" but underneath they are tasks.
Tasks in iBE.net have a common set of features including:
- Planned and actual dates and priorities
- Planned efforts and durations, actual vs. remaining effort and progress (% complete, cost & schedule performance)
- People responsible for, assigned to perform, requesting and watching the task
- Resources who can book time or get planned over the task's duration
- Expenses - both individual travel expenses and supplier invoices
- Reminders, status or workflow and notifications
- Assignment to a project, customer, contact or opportunity
- A product or service that is output (at a specific unit price times quantity delivered) as a result of delivering the task
- Material components used up in the performance of the task