WinLine ToDo

Task and Appointment Management

Organise tasks clearly, plan appointments reliably and maintain an overview within your team: with WinLine ToDo, you can consolidate your daily to-dos directly within WinLine. This means you always know what needs doing, who is responsible for which task and where action is required.

You can organise your tasks into clearly structured folders, set priorities and deadlines, and allocate tasks within the team. Whether it’s a one-off task, a regular appointment or a more extensive project with several stages: WinLine ToDo creates structure and makes day-to-day coordination easier. You can exchange comments and attach documents directly to each task. The edit history shows you what has already been completed or amended. This way, you always have a clear overview.

Switch between the task list and calendar as required and adjust your planning flexibly. The integrated AI assistant AIDA offers additional support – from task entry in natural language right through to document analysis.

 

From information to tasks with AI

“Call client tomorrow at 10 am” – With AIDA, you can easily create new tasks using natural language. WinLine’s integrated AI assistant recognises your information and creates a task from it. It also helps you search for, edit and move existing entries.

It’s just as easy to create specific tasks from meeting minutes or other documents by letting AIDA search the file for tasks and appointments. You can then review the recognised entries and decide which ones to add to your task management system. This saves you the effort of manual entry and allows you to organise the next steps straight away.

 

By the way: WinLine ToDo is integrated into WinLine CRM and is therefore automatically available to all authorised users.

 

Key features at a glance

 

  • Organise tasks in a clear, structured way
  • Set priorities and due dates
  • Break projects down into sub-steps for a clearer overview
  • Schedule recurring tasks as a series
  • Various planning views: list, calendar, agenda
  • Move calendar appointments using drag & drop
  • Collaborate on tasks as a team
  • Assign information such as comments or attachments directly
  • Track the progress of tasks
  • Find and export specific tasks – including export to MS Excel