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Task Management

Stay on Top of Your Tasks

In-Tray showing document tasks to action

Easily delegate tasks to other staff

View In-Trays of other staff

Automated document task workflow

Track Email Communication Tasks

Create once-off or recurring email job tasks

Track the status of all email tasks via dashboard

Approval workflow for sending out email jobs

Auto-reminders will be sent for pending tasks

Online Web Forms and Checklists

Customise online checklists for clients

Ability to request documents and other information

Track the status of all web form tasks via dashboard

Auto-reminders will be sent for pending tasks

More Features and Benefits...

 Customise and save multiple dashboard views

 Powerful search, filtering and sorting functions

 Staff / Team email job task approval workflow

Custom branding of web form checklists

What our clients have to say

“I had been looking for a filing system for some years and I saw Nimbus CDM (cloud document management). The more I looked at Nimbus the more I thought it was the right answer – the directory based system sitting in the cloud.”
CatsTax – Sydney

“I just used your email job function for the second time ever, it’s just awesome. Simple and quick, banged out an urgent email to all clients in one hit, and it looks professional.”
TABS Super Fund Auditors

“Oculus Group chose Nimbus because it has features which allow us to collaborate more effectively with our clients.”
Oculus Group

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