The Visualfiles To-Do List
Post by David Parry |
The Visualfiles To-Do List – managing tasks whether they're naughty or nice
It is fair to say that when considering task management, your users most likely manage their task list in many different ways. Typically, the more cases your users work on, the more tasks need to be completed, which means, the more challenging the tasks are to manage.
Visualfiles to the rescue…
Visualfiles includes a To-Do list function. It sounds simple but when maintained and managed correctly, this functionality creates a solid foundation for users to efficiently and profitably manage their caseload.
To encourage a standardised way of working, the To-Do list should contain users’ scheduled tasks, ad-hoc actions as well as diary entries across all cases. Including this information as standard means there is transparency of workload throughout the business, helping users to share visibility of tasks and reduce the risk of actions being missed. If for instance, a fee earner is on unplanned leave or has a substantial workload, it makes it much easier for their tasks to be allocated to other fee earners in the team, allowing the case to progress as expected.
The benefit of having a To Do list within Visualfiles also means that users do not have to flit between systems but can allocate and link tasks that are all within their case management workflow. Furthermore, task allocation is made even easier due to the ability to delegate tasks to whole teams or individual fee earners, with oversight of workload distribution helping mangers to easily plan their teams’ time. Working in this way also aids the individual user when executing the same task across different cases, it not only helps them recognise a process to follow, but enables them to become a specialist in completing said task, reducing errors and increasing the speed of task completion.
The Visualfiles To-Do list is proven to be the most effective way to keep track of multiple cases, allowing fee earners to manage more cases than that of one kept outside the software. Next time you're designing or redesigning a case type, consider how to integrate the To-Do list in the workflow.
Speak to a Client Advisor or your dedicated Account Manager today for more information.
About the Author: David Parry
Dave joined the team in 2013 as an Associate Application Consultant, working his way up through the ranks to Senior Application Consultant. In August 2021 he decided to make the move into Project Management and was responsible for a variety of projects with differing needs and complexities, from Upgrades through to new Implementation.
In January 2024 he embarked upon a new venture with LNES and became a Client Advisor. Using his love of client collaboration and his unique, creative spark, Dave wanted to get back to doing what he does best, helping clients improve their use of Visualfiles.
After hours, Dave still has his work cut out for him as a dad to an energetic toddler and baby, and arguably the most emotionally demanding of all, time spent being an Everton fan!
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