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Add a Task

Set task reminders and track completion rates, enabling a clear overview of upcoming, in-progress, and completed tasks at a glance. Whether you’re assigning tasks to individuals or coordinating across teams, InvestGlass provides the structured approach needed to drive efficiency and keep your clients satisfied.
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Switzerland Sovereignty first
InvestGlass Task Management
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Arab Bank Switzerland
Arab Bank Switzerland
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open-geneva
Aeon Investments
Arab Bank Switzerland
Arab Bank Switzerland

How to add a Task?

Step 1
Go to the “Tasks” tab in InvestGlass CRM. This area serves as the command center for managing all upcoming and ongoing tasks, allowing you to view, add, and organize tasks easily.
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Step 2
Click “Add Task” to open the task creation form. Fill in essential details such as task title, description, priority level, due date, and assign it to the relevant team member. You can also add tags to categorize the task for easy tracking.
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Step 3
Enable reminders to stay on top of deadlines and updates. After reviewing the details, save the task. The task is now visible in the CRM, where you can monitor its progress and completion status to ensure everything stays on track.

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With InvestGlass Your Data is Safe in Swiss Cloud solution

Data sovereignty refers to the concept that information, which has been converted and stored in binary digital form, is subject to the laws of the country in which it is located. In a world of increasing cross-border data flows and varying data protection laws, ensuring data sovereignty has become a significant concern for business operations, especially when using cloud providers. InvestGlass, an independent Swiss company, stands out as the best solution to address these concerns. Switzerland’s robust data protection measures, combined with InvestGlass’s dedication to data localization and indigenous data sovereignty, offer unparalleled assurance. InvestGlass’s cloud infrastructure is tailored to safeguard against compromise, ensuring data is stored and transmitted securely, in compliance with international data privacy regulations like the General Data Protection Regulation (GDPR). Beyond just storing data, InvestGlass offers comprehensive data audits and data mapping features to assist businesses in maintaining control over their data, keeping it secure in the exact geographical location dictated by relevant laws. Whether it’s data residency options, data protection policies, or governance processes, InvestGlass is adept at navigating the complexities of data sovereignty requirements, making it an ideal choice for companies conducting business in various jurisdictions.