Updating Your Tasks

Learn how to update your Tasks within a Quote or Booking

Updating your Tasks

As you go through the process of creating opportunities, quotes, bookings and invoices, iVvy will be automatically adding tasks to your to-do-list. Learn more about Setting up your Tasks Templates

1. Sales > Quotes > Edit Quote or Bookings > Bookings > Edit Booking

2. Click on the Tasks tab

3. Select a task to be updated with the checkbox 

4. Click on Update Status

5. Select the appropriate Status and agree to the pop up tab

6. To check the status of all of your Tasks, click on Sales > Tasks on the left of the screen