Tagging a Client to a Task in Jugl:
For businesses working on client-based tasks, it's essential to meticulously document, track, and report the time spent. Jugl provides an efficient solution for businesses to monitor all tasks performed for a client and the corresponding time investment.
Steps to associate a client with a task:
Begin the task creation process.
Click on the 'Add Customer' button. This action will prompt a list of your clients.
From this list, select the client relevant to the task.
Once tagged, the client's name or designation will be visible within the task details. 👇
Task Data Report for Clients
By integrating this feature, businesses can generate detailed reports based on individual clients. These reports can further be refined to include specifics like the assigned team member, duration spent on the task, and other relevant metrics. This ensures transparency and accurate tracking of resource allocation for each client.
🔥 Note:
We're thrilled to be integrating tasks deep into the client module on Jugl. We're developing numerous new features, allowing you to send invoices directly from Jugl, track billable hours, and much more.
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