Managing your waiting list involves a number of tasks and managing these tasks will determine your effectiveness in meeting your goals. ProsPex includes an integrated Task Manager that will alert you to all upcoming or unfinished tasks. Tasks can be assigned to any ResiDex user that has permission to use ProsPex.

When you as a ResiDex user logs in, you will be prompted with a count of your upcoming and unfinished tasks. With the click of a button, you can print a to-do list. As you finish tasks, they will be automatically marked as complete. The end result will be a comprehensive record of interactions with a prospective client.

• Maintain an infinite set of tasks for all staff members.
• View all open or closed tasks, filtered or sorted as needed, to track progress in a given area or for a given contact or staff member.
• Prioritize tasks that need to be completed.
• Report on completed tasks.

• View Tasks - View open,completed or all tasks
• Create new tasks by selecting from a list based on task type and category
• Enter free-form tasks to accommodate open-ended needs
• Add notes about a task or update notes when the task has been completed
• Create follow-up tasks automatically
• Create repeating tasks easily
• Task Sets - Automatically create a whole task set with a click of a button
• Task Types - Choose from a list of task types that you define. For instance, Initial Call, Follow-Up Call, Follow-Up Email, Follow-up Letter, Receive Signed Contract, and Send Proposal.

• Filter tasks by type, category, or staff
• Sort by any of the available fields in the task list
• Identify tasks that are complete, late, current or due tomorrow by color
• Estimated Time - Fill in estimated time that an individual task.
• Required By - Enter a task due date.
• Contact - Optionally choose a contact person for the entered task.
• Assigned To - Assign the task to yourself or to someone else who has access to ProsPex.
• Task Field - Free type a detailed description of the task.
• Done - Mark a task completed and optionally notify the person who entered the task of its completion.

• List staff tasks by status, date or category
• Count completed tasks with drill-down capability into each task
• View all completed tasks by staff members
  
• Graph completed tasks by staff member or task type