At P2 Automation, we want to make it easy for you to see everything we’re working on for your team. With our System Issues module in your CRM, you can track tasks at every stage — from requests that are pending to items currently in production or on hold.
Organizing Your System Issues:
- Multiple Views: We’ve created views that align with our production process — everything open, tasks we’re actively working on, items requiring discussion, and completed or canceled requests.
- Grouping and Sorting: To make large lists manageable, you can group tasks by category (e.g., data cleanup, module work) or by status. This gives a clear picture of what’s happening and where attention is needed.
- Customization: Just like any Power Platform view, you can filter, sort, save, and group tasks to match your workflow and preferences.
Why It Matters to You:
No matter how many tasks are in progress, you can stay on top of everything. System Issues helps ensure nothing gets overlooked and lets you focus on what matters most, all while keeping expectations realistic and transparent.
Call to Action:
Want help streamlining your XRM system and seeing all your requests clearly? Contact P2 Automation today and subscribe to our YouTube channel for the full How We Manage Your Requests series.
