Deadline Monitor
Keep an eye on deadlines and deadlines
Whether you work as a lawyer, consultant or in administration, meeting important deadlines and deadlines is a top priority. The deadline calendar in Vertec shows your personal deadlines, but can also show the deadlines of your team or the entire company. A traffic light system that you can also customize has proven itself.
Yellow = deadline expires in 5 days
Orange = deadline expires in 3 days
Red = deadline expires
Übersicht der eigenen Fristen in Vertec.
Übersicht aller Pendenzen des ganzen Teams von Christoph Keller.
Deadline monitoring of an entire team
Show all overdue tasks and deadlines of your firm or team in the case or project history. This way you always have an overview of: deadlines, tasks with due dates (tasks), follow-ups and unfinished tasks of all employees.
Make effective use of follow-ups and tasks
If you create a new task in Vertec as an activity, you will need to enter a resubmission date. This new activity will then appear in the Open Activities section. You can also create notes and link a contact to a task.
Deadline monitoring for lawyers
As mentioned at the beginning, the subject of deadline monitoring plays a central Role in law firm management, especially for lawyers. Our blog article Deadline monitoring for lawyers explains all the details of this Vertec function.
Frequently asked questions
Can I create internal tasks with appropriate deadlines?
You can create tasks for yourself or other employees directly in Vertec and link them to internal projects, for example. A deadline can be created for each task or the task can be created as recurring.
How do I keep track of critical deadlines?
Offers need to be updated, contracts renewed or terminated, and deadlines expire: An effective management of follow-ups and appointments is essential in daily business. Working with Outlook tasks, calendar entries, or tools such as Trello and Asana is not really recommended. Tasks and follow-ups cannot be tracked for all employees, nor is it possible to have a complete history of the customer or project.
With Vertec, you simply work more globally. You can quickly and easily capture, enter and track your activities, tasks, follow-ups and appointments. You can also see at a glance whether a colleague has already completed the assigned task or is working right on it.
When logging in to Vertec, a pop-up will remind you of appointments or deadlines and process them on high priority. In addition to your own appointments, team leaders can also view the open tasks or follow-ups of their own team or search for tasks and deadlines using the SQL search folder. For certain “events,” an automatic email can be sent to the responsible employees. This way everyone can keep up easily.
See a detailed description on the page "Deadline monitoring".
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
