Client & Vendor Task Management

• 15.03.2024

Now you can link and filter your clients and vendors to your projects, issues and daily work!

Streamlining workflow, maximizing efficiency

With our Accounts Management feature, users can now link clients, vendors, service providers, and even governmental agencies directly to projects and tasks. This integration eliminates the hassle of juggling multiple platforms and ensures a cohesive workflow. But the benefits don't stop there. Our newly designed dashboard provides users with unparalleled control and visibility. Easily filter through issues, projects, and standard work activity based on linked accounts, empowering you to focus on what matters most.

What to expect:

• 1. Manage diverse accounts:Managing Diverse Accounts: Are you tired of managing clients, vendors, service providers, and governmental agencies separately? Presto allows you to link all these accounts directly to your projects and tasks, streamlining your communication and ensuring everyone is on the same page.
• 2. Navigating complex workflows:Do you find it challenging to navigate through complex workflows and filter through issues efficiently? With Presto's newly designed dashboard, you can easily filter issues, projects, and standard work activity based on linked accounts, providing clarity and focus amidst complexity.
• 3. Enhanced control and visibility:Are you struggling to maintain control and visibility over your projects? Presto empowers you with unparalleled control and visibility, allowing you to track progress, assign tasks, and manage communication with ease.
• 4. Increased efficiency:Presto's Accounts Management feature not only saves you time and effort but also enables you to focus on high-priority tasks and drive results for your organization.

A glimpse into the future

This launch is just the beginning. As part of our commitment to continuous improvement, we're excited to announce a series of upcoming enhancements aimed at simplifying the user experience and enhancing filter capabilities. In the coming months, users can expect features to filter activity dashboard by assets, KPIs, OKRs, documents, and products. These additions will provide even greater flexibility and customization, allowing users to tailor Presto to their unique needs.