My tasks: a tour

Name: Arkon One: My tasks tour
Duration: 81 s
Description: A tour of My tasks in Arkon One: Follow-up tasks from customers, opportunities and quotes and the controls you will use most.

Next lesson: How to log a call or note, add a follow-up task or attach a file on a customer →

A tour of My tasks in Arkon One: Follow-up tasks from customers, opportunities and quotes and the controls you will use most.

The steps, written out

Open My tasks from the Sales and Customers section of the left menu.
Read the summary tiles at the top: Overdue, Due today, Upcoming, Completed.
Narrow the list with the search box and filters (author).
Review the Add a follow-up task section.
Review the Overdue (5) section.
Review the Due today (7) section.
Review the Upcoming (8) section.

Tip

For files, open the Files tab, choose the file, add an optional caption and press Upload. Tasks are grouped as Overdue, Due today, Upcoming and No due date; the Owner filter picks whose tasks to show. Tasks added from a customer, opportunity or quote (type Follow-up task) also appear here, and the menu counter shows overdue and due-today tasks. Every night the system looks for quotes still Sent or Viewed with no answer after a number of days (5 by default). For each one (latest revision only, once per quote) it:

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