About the Content
This course focuses on the operational heart of your advisory practice: the Tasks Management hub. You will learn how to use AppVentory's integrated task management system to track deliverables, manage deadlines, and maintain a clear overview of your workload across all clients. This tool is designed to ensure that no detail is missed and every client engagement stays on track.
Categories
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Task Dashboard
- Learning Outcomes
- Video: Task Overview (2 mins)
- Tutorial: Create a Task (1 min)
- Video: Task Settings (2 mins)
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Task Management
- Video: Managing Exisiting Tasks (2 mins)
- Tutorial: Create Client Specific Task (1 min)
- Video: Client-Specific Task View (1 min)
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Summary
- Summary
About the Content
This course focuses on the operational heart of your advisory practice: the Tasks Management hub. You will learn how to use AppVentory's integrated task management system to track deliverables, manage deadlines, and maintain a clear overview of your workload across all clients. This tool is designed to ensure that no detail is missed and every client engagement stays on track.
-
Task Dashboard
- Learning Outcomes
- Video: Task Overview (2 mins)
- Tutorial: Create a Task (1 min)
- Video: Task Settings (2 mins)
-
Task Management
- Video: Managing Exisiting Tasks (2 mins)
- Tutorial: Create Client Specific Task (1 min)
- Video: Client-Specific Task View (1 min)
-
Summary
- Summary