Tasks Module - Manual Accepio
The Tasks module is designed to manage your work responsibilities and reminders. Tasks help you remember important steps in the sales process, such as contacting a customer or following up on a sent price quote.
Types of Tasks
Tasks can be:
- general – standalone tasks not linked to a specific module,
- linked to customers,
- linked to products,
- linked to price quotes.
This categorization allows you to always see which activity or deal a task is related to.
Working with Tasks
Each task has a checkbox. When checked, the task is marked as completed and moved to the completed tasks section. If you uncheck it, the task returns to the pending tasks list.
This simple mechanism allows you to quickly manage your work list without unnecessary complications.
Task Overview Over Time
On the right side of the screen, there is a chart showing the number of tasks over the past 12 months. This overview helps you monitor your workload and long-term activity.
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