Task Management Software

Manage Create and Monitor Your Tasks in a Complete System - Receive Reminders and Mark as Complete. For a 14-Day Free Trial, click here!

Full Featured Task Management Software Designed to Manage and Streamline Your Entire Business from Start to End.

  • Create and Schedule Tasks
  • Add Task Types
  • View All Tasks
  • Mark Tasks as Complete
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Capture and Monitor All Tasks in One System

A system to notify you of your general or section specific tasks.

Task Management Software

Areas for Task Management

  • Monitor and assign leads
  • Manage and produce quotes
  • Plan, schedule and track jobs
  • Authorise and invoice immediately
  • Create and email your purchase orders

Task Types

Eworks allows you to set up task types, ensuring that you categorize your tasks effectively and successfully. Our software alerts you as to what you need to do in the case that a task is created for you by a colleague.


Within our Leads Section, our Task Management software can help your sales team set up tasks for themselves. These could vary from meetings to demos and call backs. These notifications create a pop-up alert, ensuring that you never forget that important call or email.


Upload Attachments such as site documents or user manuals against the lead. Once converted to a Quote, the attachment will automatically be synced through. Furthermore, once the quote is accepted and converted to a job, the attachment will be synced to the job for your Mobile User to view on-site.


Tasks can be set up against a specific quote. You can notify yourself or another member of staff when creating a task. When the Notification message pops up at the time selected, the quote reference will be visible so that you or your colleagues are reminded as to what the task relates to.


Whether a Job is in progress or complete, you can create a task against it to remind yourself or a college thereof. When the notification runs, the job number will be visible, ensuring that you know exactly what the task relates to.


Within the Invoices Section, you can also create a task against any given invoice, regardless of whether it is drafted, outstanding or overdue. This acts as a handy reminder to send an invoice to a customer in time, monitor a specific invoice that's still outstanding or chase an invoice that's overdue.

Purchase Orders

Whether you haven't sent an order to your supplier yet or are still waiting for approval, you can create a task within any given Purchase Order. This will ensure that the system notifies you to send it for approval as soon as possible or reminds your supervisor to approve urgent purchase orders.


Eworks also lets you create a general task in the system. This task can be independent and not linked to any specific section - in the case where you would like to set up personal reminders, such as birthdays or events, or you would like to let your colleague know you have scheduled an in-house meeting.

Call us: +44 0151 653 1926

Email us: info@eworksmanager.co.uk

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Plan Tasks

Plan your tasks and keep a list of things required to do

Set Reminders

Make sure you never miss a task by setting reminders

Other users

Set tasks for other users in the system

Task specific

Make tasks specific to your customers or their jobs and be more efficient

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