Systems and methods for dynamic assignment, monitoring and management of discrete tasks

A method of assigning, managing and tracking completion of tasks associated with a record among multiple members of a common organization through a customer relationship management system and updating a data source associated with the customer relationship management system, comprising the steps of:

• selecting a record stored in the customer relationship management system;
• providing an assignment interface to a first member of the organization for assigning and managing one or more tasks for modifying the record;
• creating one or more tasks to modify the record using the assignment interface;
• assigning the one or more tasks to at least one second member of the organization;
• associating one or more subtasks for the assigned one or more tasks;
• assigning the one or more subtasks to at least one third member of the organization;
• linking the assigned one or more tasks and one or more subtasks to the record to autonomously and dynamically modify the record as each of the one or more tasks and one or more subtasks are approved and completed;
• communicating the assigned one or more tasks and one or more subtasks to the at least one second and at least one third members of the organization;
• assigning an approval for completion of the task and one or more subtasks to at least one fourth member of the organization;
• providing an overlay interface comprising a visual display of the assignment, approval and completion status of each assigned task and one or more subtasks, and displaying indicia representing the state of each assigned task and one or more subtasks via an overlay interface;
• communicating the completion of each of the one or more subtasks associated with the assigned task to the first member of the organization;
• soliciting an approval or rejection of the at least one task from the at least one fourth member of the organization;
• and
• reporting the approval or rejection of the at least one task to the at least one second member of the organization;
• wherein the linking of the assigned one or more tasks and one or more subtasks to the record permit the record to be autonomously updated in the customer relationship management system upon completion of one or more subtasks, approval of an assigned tasks or rejection of an assigned task;
• wherein each of the steps of selecting a record, providing an assignment interface, creating, assigning one or more tasks, associating one or more subtasks, assigning one or more subtasks, linking, assigning an approval, providing an overlay interface, communicating the completion, soliciting an approval or rejection and reporting the approval or rejection are performed using a non-transitory computer readable medium having recorded thereon a computer program operating on a computational machine.