Done

Get a tasks tab where you can see, edit, and track all your Salesforce tasks. Find, filter & sort tasks so you can find what you're looking for. Reduce data entry with mass create, edit & delete. Collaborate and see tasks you’ve assigned to others. See Chatter updates while tasks are in progress & post to Chatter without opening each task.

Done - task and activity management for Salesforce.

  • See more task details.
  • Read and post to Chatter without leaving the Done tab.
  • Done uses standard Salesforce Tasks - so it works with tasks you already have.
New in version 2.0
  • Task Templates – define best practices & automatically create tasks
  • Discover Tasks – find existing tasks on objects you own
  • Informed Rules – automatically follow new tasks you care about
  • Done Engine – JavaScript remoting for faster performance

Get a tab to view and edit your tasks.

  • Filter and sort to find the tasks you're looking for.
  • Make inline edits.
  • Prioritize your most important tasks in your Favorites list.
  • Mark tasks complete with one click of the Done button.

Get social - use Chatter right from the Done tab.

  • Read and post to Chatter without clicking into each task individually.
  • Notifications let you see if a task has Chatter messages.
  • Show or hide Chatter for each task.

Create tasks with fewer clicks.

  • Create one or many tasks at once and reduce data entry.
  • Assign and delegate tasks to other users and continue to track the tasks.
  • Add other Salesforce users to tasks so you can collaborate.
  • Use the RACI model (Responsible, Accountable, Consulted, and Informed) to set roles for each task. RACI helps give you a complete picture of everything going on with each of your tasks.

Update tasks faster.

  • Need to change the due date on 25 tasks? With Done you can update all 25 tasks at once. A serious time saver!
  • Mass edit & update are available for other task fields as well.
  • Done uses standard Salesforce task objects. Your reports, workflow, and other apps will still work.

Filter and sort to zero in on the tasks you want.

  • Filter by Role - assigner, assignee, collaborator.
  • Also Filter by date (overdue, next 7 days, etc) and task status (not started, in progress, completed, etc).
  • Save your default filter set for quick access to your to-do list.

Discover tasks to stay informed.

  • Find existing tasks and add them to your task list.
  • Subscribe to future tasks to be automatically informed.

Contact us for more information about Done

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