Managing action items and ongoing projects is easier with Project Tasks in the CiraNet Management Portal. Project Tasks allow users to break down larger projects into actionable steps, document notes, track deadlines, and assign responsibilities. This feature is especially helpful after a board meeting, where you may have multiple action items that require follow-up, documentation, and collaboration with other team members.
When setting up Project Tasks, make sure each task is assigned a clear objective, timeline, and owner, ensuring everyone knows their part. Use the linked emails feature to keep communication related to each project task in one place. This way, you can link emails or reminders directly to a specific task, creating a comprehensive log of correspondence and updates. For example, if you’re working with vendors on a specific project, you can attach email exchanges related to quotes, approvals, or timelines directly within the task.
Use CiraMail to send general reminders for upcoming deadlines or to check in on progress, or simply update the notes field if you don’t need to generate an email. Keeping detailed notes in Project Tasks helps you stay organized and ensures everyone on the team can access up-to-date information. The ability to link emails, attach documents, and provide reminders directly within Project Tasks makes it an ideal tool for handling complex workflows. This streamlined approach helps maintain transparency, accountability, and organization, making Project Tasks a critical component of effective community management.