When a task is created, they can be directed to:
Docman (as review tasks)
OR
BetterLetter’s task area
Previously, tasks sent via BetterLetter had to go through a single taskbox. With the new system, tasks can be sent to multiple recipients, making allocation more flexible and reliable.
What’s new for Docman practices?
Previously, when you sent a letter with several tasks, BetterLetter would create a single Docman “review task” containing all task texts.
Now, BetterLetter creates one Docman review task per task line in the orange task table.
This means:
More granularity in task management (ex. can assign to different teams).
Clearer assignment of responsibilities.
Easier tracking of progress task by task.