Getting Started 6 – Tasks Tasks in Overture help you stay organised by keeping track of important actions related to bookings, contacts, and general admin....
Setup Task Categories For an overview of the basic Tasks functionality watch the Getting Started video Getting Started 6 – Tasks. This will...
Adding Tasks Tasks in Overture are a flexible way to manage and assign responsibilities. There are several places where tasks can be...
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...
Filtering Your Task List Efficient task management is essential, especially if you handle a large number of tasks in Overture. The Tasks screen provides...
Deleting Users Managing user access in Overture is straightforward, but when deleting a user, it’s important to handle outstanding tasks and team...