The Central Tasks page gives you a unified view of all tasks created across every Tenant in your Smart DMS system.
This feature is designed for administrators, managers, and operations teams who need cross-Tenant visibility without logging into each Tenant Panel individually.
What It Shows #
The page displays a comprehensive list of tasks from all tenants, including details such as:
- Task title or description
- Assigned employee(s)
- Linked client or account
- Task status (e.g., pending, in progress, completed)
- Tenant where the task was created
- Creation and last updated dates
- Task ratings (if applicable)
What You Can Do #
- Filter by Tenant to focus on a specific branch or business unit
- Search across all tasks in the organization
- Track progress of operational activities across locations
- Monitor workload and performance across your entire ecosystem
- Identify delays, bottlenecks, or bounced tasks without switching tenants
How to Create Tasks From Central Panel #
On the tasks page, click on Create Task. A modal will appear, where you will enter the Tenant where the task will be created, and task details.
Below are the task fields.
