Task & Event Manager

Users can easily create and assign tasks to internal team members or clients, setting deadlines, priorities, and detailed instructions as needed. Whether it’s a simple reminder or a multi-step project, tasks can be customized to fit any workflow, helping teams stay aligned and accountable.

What makes this feature even more effective is the ability to assign tasks directly to clients in the Xi Manager database. This is especially useful for onboarding processes, document submissions, or follow-ups—turning one-way communication into active collaboration. Tasks are linked to client profiles, giving full context for every assignment, and ensuring nothing gets lost in emails or spreadsheets. Real-time updates and notifications keep both staff and clients informed of any changes or upcoming deadlines.

Xi Manager also includes robust reporting tools that allow users to run detailed task reports, monitor progress, and measure team performance. Completed tasks can be archived and tracked, while open tasks are easily updated or reassigned as priorities shift. This centralized task and event hub ensures full visibility and control over what needs to be done and when—making Xi Manager an indispensable tool for businesses that value productivity, communication, and results.