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Credenza Pro Features

 
Credenza Pro
Shared Files
Workgroups
Manage Documents
Team Email
Group Scheduling
Common Address Book
Record Time for Others
Track Expenses
Shared Tasks & Notes
Take Messages
Send Invoices
Track Payments
Manage Trust Accounts
Track Retainer Balances
Monitor WIP
Batch Bill
Collection Assistant
Search Full Text
Personal Preferences
Connect from Anywhere
Privacy Options
Security
 

Shared Tasks and Notes

Managing a File is easier when you can create time lines for everyone involved. Credenza Pro helps you do this. When working with other users, all tasks on a File for any Team member can be seen on the File. You can assign tasks to others, check their completion status and balance workloads as required. It's as easy as simply dragging a task onto someone's name. Everyone's notes on the File are there together too.

Shared Tasks & Notes

 
 

 
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