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 enables you to set up tasks that are automatically added to bookings and events. This ensures your workflows stay... -
Reassign Overdue Tasks
In Overture, tasks are tied to specific due dates. If tasks become overdue, you can quickly reassign them to new... -
Adding Tasks
Tasks in Overture are a flexible way to manage and assign responsibilities. There are several places where tasks can be... -
Filtering Your Task List
Efficient task management is essential, especially if you handle a large number of tasks in Overture. The Tasks screen provides...
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