Tasks in Overture help you stay organised by keeping track of important actions related to bookings, contacts, and general admin. They act as reminders for you and your team, ensuring nothing gets overlooked.
Using tasks effectively helps to:
- Stay on top of deadlines and follow-ups.
- Assign responsibilities within your team.
- Keep workflows structured and efficient.
Tasks can be created and managed from multiple areas in Overture, including the dashboard, bookings, and contacts pages.
For a step-by-step guide on adding tasks, visit this guide: