Questions by Category: "Tasks app"

Apptivo allows you to set up reminders for Tasks. Reminders help you to get an alert popup within Apptivo that can remind you about upcoming tasks that you need to complete. You can add...more

Apptivo apps allow you to customize the application as your business needs. From the Master Layout, you can add/remove the attributes and also customize them as per your needs. Here, le...more

Tags are the easiest way to categorize the records. Having the tags sorted is also important since it makes your search simpler. You could find the tags in alphabetical order by using t...more

Kanban view is a feature of tasks and it provides you a bird's eye view of all the tasks. Kanban View layout can be customized as per your requirements. It lets you define the fields, w...more

You can customize the list layout in the Tasks module. The List Layout feature allows you to add or remove specific fields as per your requirements. If you want to add a field, tick the...more

In Apptivo, the List Layout feature allows you to add or remove specific fields as per your requirements. If you want to add a field, tick the checkbox of that particular field. Similar...more

In the Apptivo Tasks module, it’s possible to enable the visibility of a specific field. Let’s go through the steps to set visibility conditions. Steps to Set Visibility condition ...more

One of the most crucial aspects of running a business is assigning tasks to your staff or yourself. Because it strengthens your company's teamwork. The Triggers feature is designed to p...more

Events are considered a medium for establishing communication with customers and with employees. Apptivo offers Event Activity using which you can create, manage, and organize your even...more

Apptivo allows you to provide access to your employees to view the tasks of all employees. You can provide access by configuring the business settings as shown below: Steps to view Empl...more

Apptivo’s Tasks app allows you to sort out the list view tasks based on the due date, end date, or by the name based on your preferences. Steps to Follow Login and access the Tasks a...more

As a user of Apptivo CRM, there are times you want to get a copy of your tasks. Apptivo allows you to bulk export tasks in CSV format which helps you to keep track of them whenever and ...more

Apptivo allows you to set up reminders for Tasks. Reminders help you to get an alert popup within Apptivo that can remind you about upcoming tasks that you need to complete. You can add...more

The common activities found in all objects such as projects, customers, etc like 360-degree view, call log, a news feed, calendar, follow-ups, tasks, email, notes, and documents are lin...more

Apptivo allows you to create and manage tasks easily which can be viewed in list view, calendar view, table view, and kanban View. By default all the tasks are displayed in a list view....more