Setup Task Categories
For an overview of the basic Tasks functionality watch the Getting Started video Getting Started 6 – Tasks. This will...
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Tasks
Simple but effective. Tasks in Overture can be added to both contacts and bookings with automation in the settings.
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Default Tasks For Bookings & Events
Overture allows you to setup tasks that will automatically be added to each of your Bookings and Events when you... -
Reassign Overdue Tasks
Because of the way Overture tasks requires a due date, you may find that you end up with some overdue... -
Adding Tasks
There are multiple forms in Overture where you can add tasks, the dashboard has the first instance with another located... -
Filtering Your Task List
It’s sometimes necessary to search through your task list, especially if you have a large number of tasks and need...
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