Customer Implementation Tracker
ClayHR provides you with robust task management capabilities to ensure a smooth and organized implementation process. This is designed to streamline and monitor the customer implementation process by creating or assigning tasks.
- Go to the inbox icon and open Implementation Tracker.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/655c5df4ebd79f9d7b284991_image2.png)
- The home page of the implementation tracker will be shown.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/655c5e16d7daf25edbc64864_image3.png)
Note: Here, the user's assigned tasks with an open status will be shown by default. By picking up the filters, you can further modify the display.
- You can create a new task by clicking on the New Task button in the top right corner..
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/655c5e500199889bac8ce796_image8.png)
- Fill in the required fields and click on the Save Task button.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/655c5e75a514ba2e3660cdd3_image6.png)
- You can manage your task from the task view page.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/655c5e9db91dcc5e1c809322_image1.png)
- There are three tabs available on the top right corner of the home page.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/655c5eb8a289194ef91c3064_image5.png)
- After clicking on the Board View icon from these tabs, the task board view page will open.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/655c5eeff3a63b0d793112d1_image7.png)
Note: You can drag and drop the tasks to update the task status.
- After clicking on the Milestone View icon, the milestone view page will open. It will show tasks with Milestone as the task type.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/655c5f4e5c26560f9b2590a6_image9.png)
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/655c5f66ace9fbbb34a6bd30_image4.png)
Note: This visualization helps the HR department and account managers to keep track of their milestones.