Quick Tip Tuesday #19 Activities: How to Create Tasks in Acumatica

This Quick Tip Tuesday video is about how to create tasks in Acumatica. These tips are created to quickly show you how to make your staff even more productive with Acumatica Cloud ERP.

This week we are showing you how to create tasks in Acumatica 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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Are you ready for a personalized Acumatica demonstration for your management team? Look no further than Clients First! Call 800.331.8382 or email our friendly sales team at info@cfbs-us.com.