The Versatility of AgencyBloc’s Activities
AgencyBloc gives you two ways to manage your task assignments—select list view or a visual calendar view. Manually create and assign Activities or leverage workflow automation in AgencyBloc to automatically assign them to team members.
AgencyBloc's Automated Workflow assigns Activities based on predetermined timetables that proactively work to keep you on track. Each task functions just like any other Activity by linking to the policy and individual/opportunity/group, providing notes, and giving you the due date and priority level.
Then, report on productivity with customizable reporting tools to identify completion rates, outstanding tasks, and the status of those outstanding tasks.