Acumatica Cloud ERP

Improving Usability

Quick Tip Tuesday #19

Activities: Creating Tasks

Quick Tip Tuesday videos are created to quickly show you tips and tricks to make your staff even more productive with Acumatica Cloud ERP.

This week we are showing you how to add Creating Tasks which is another tutorial on the great Activities feature within Acumatica.

Learn how to add Tasks to an Activity related to the selected entity—that is, the lead, contact, business account, opportunity, case, marketing list, marketing campaign, project, or project task you are viewing—are listed on the Activities tab.

Watch this overview video and then stay tuned for two more over the coming weeks!

Tip  #17 Activities: Overview (What are activities)
Tip  #18 Activities: Adding Activity Types
Tip #19 Activities: Creating Tasks (this week’s)
Tip #20 Activities: Task Follow Up (12/1)
Tip #21 Activities: Time Card & General Inquiry (12/8)

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