The System of Record for Outreach, Liaison, and Development Librarians
Customer Relationships For The Win!Start A Free Trial!
Task Management for Outreach & Liaison Librarians
LibCRM has full Task Management functionality built-in. Administrators can assign tasks to individual librarians (singly or in bulk), and everyone can follow the progress of the library's outreach efforts.
Collaborate on Completing Tasks
Create tasks that are assigned to one or more accounts. Improve collaboration by assigning tasks to multiple librarians. Define due dates, associate tasks with larger projects, and mark as complete when finished.
"My Dashboard" Shows All Pending Tasks
Each librarian can view their unique assigned tasks right from their Dashboard. Overdue tasks are outlined in red. Export options are available in a variety of formats.
Bulk Task Creation
Working with multiple colleagues on a major project or outreach activity? Bulk-create tasks and assign to multiple users quickly and efficiently.