Add a New Task

There are several different ways to create a task in Accelo. From the big blue Create button you can choose task. You always have to search for an object to put this… Read More

There are several different ways to create a task in Accelo. From the big blue Create button you can choose task. You always have to search for an object to put this task against, in this case I'm going to choose the company Lake Savers. You can put details about the task, you can assign it to somebody, I'm going to assign this to Karen, I can determine which skills Karen's going to need to complete this task and I can tag this if I want to. I can specify a due date, then I can suggest that it's going to take Karen thirty minutes to complete this task.

 

When I go ahead and click Create Task this will show up underneath the company record, Lake Savers, and it'll also show up on current Task board over on the right-hand side here. If we were to go to Lake Savers' company record you'll be able to see this tasks' area that this is a task and it's pending, Karen has not accepted it yet. It's a thirty-minute task and it's due by March the 13th.

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Configuring General Settings

Configuring General Settings

In this video we'll go over the general configuration and the main settings which includes your organization info and your…

Configuration & Setup Tutorials
Add New User

Add New User

Good afternoon, welcome to another session of How to Do Things in Accelo. What we're going to want to do…

Configuration & Setup Tutorials
Add New Activity

Add New Activity

Today we'll be discussing Activities. Activities are the lifeblood of Accelo. Most of your team's logged work will be recorded…

Configuration & Setup Tutorials
Add a New Task

Add a New Task

There are several different ways to create a task in Accelo. From the big blue Create button you can choose…

Configuration & Setup Tutorials
Import Data
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Configuring Client Portal Settings
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Add a New Client

Add a New Client

I'm going to show you how to add a company. Let's go to the upper left-hand corner, you click Companies,…

Configuration & Setup Tutorials
Add a New Sale
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Configuring Request Settings

Configuring Request Settings

In Accelo you can create different request cues for all of the emails that go to shared or generic company…

Configuration & Setup Tutorials
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