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ECO4 Scheme Business
ECO4 Scheme Business
Survey Management
Installation Tracker
Sales Pipeline
Financials
Team Management
Resources & Templates
North West No EPC & Electric
User Integration for Team Collaboration
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Team Management
Purpose:
Organize and assign tasks to team members.
Table: Team Members
Table 5
Table 5
Column 1
Column 2
Column 3
Column 4
Column 1
Column 2
Column 3
Column 4
1
Name
Role
Assigned Tasks
Availability
2
John Doe
Surveyor
3 pending surveys
Full-time
3
Lisa Green
Installer
2 installations
Part-time
There are no rows in this table
Individual Task View:
Upcoming Tasks
: A personalized view of tasks for each team member.
Links to related entries (e.g., surveys, installations).
Direct access to relevant resources and templates for task completion.
Task Tracker
:
Task Name
Due Date
Linked Property/Installation
Required Resources/Templates
Automations:
Notify team members of new task assignments.
Update task status automatically when marked complete.
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