Managing Tasks and Assignments

Tackle tasks confidently with a powerful suite of tools adaptable for any type of client work.

Dynamic Project Management Tools

Not all projects are created equal. No matter what needs arise, Simpli.fi’s suite of tools makes it easy to manage all projects with individualized attention.

 

Whether you’re delegating responsibilities, monitoring timelines, or more, our project management tools harness powerful automation and offer various options to help you maximize efficiencies, decrease risks, and increase profits.

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Make Your Work Work for You

01

Efficiently Assign Tasks

Choose from three different task delegation styles: scheduled assignments to keep everyone focused and operating on a timeline, stand-alone assignments that allow you to use system tools without building out a schedule, and routed assignments to keep complex, multistep workflows streamlined.
02

Manage Your Way

Communicate, collaborate, and complete your tasks with three ways to manage workloads: A desktop view to display your tasks in an organized way, Agile Kanban and Scrum boards to simplify teamwork, and an assignments and alerts inbox to stay on top of all work in progress.
03

Configure Timelines to Your Workflows

Configure schedules and task details to fit your organizational style with customizable, user-friendly timeline modes and views and the ability to manage multiple projects—simultaneously—from one screen.
04

Make Resourcing Easy

See your team’s allocated hours augmented with real-time, actual workload data from the timeline itself, so you can review over-allocated or underutilized team members—and maximize production.

Explore More Simpli.fi Solutions

Automate workflows and increase visibility with media planning, buying, and project management integration.

Agency Integration

Maximize workflows with our all-in-one platform built for agencies, media planning, buying, and project management integrations.

Budget and Forecasts

Leverage a single platform to learn from past budgets, analyze present needs, and plan for future forecasts with confidence.

Billing

Amplify efficiency with an easy-to-use interface for displaying and automating billables.

Payables and Receivables

Optimize accounting functions with real-time record processing, automated audit trails, and more—all in one place.