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Back to home
Help Center
Training Videos
Training Videos
Getting Started
Business Settings
QBO Configurations (Quickbooks Online)
Business Profile
Other Configurations
Account & Billing
Users
Security Settings
Dashboard Tab
Aging Report Tab
Workflow Tab
Collection Workflow
Email Templates
SMS Templates
Invoice Status
Customers Tab
Customers
Billing Contacts
Invoices Tab
Estimates
Invoices
Products/Services
Classes
Custom Fields
Tax
Location
Payment Methods
Calls Tab
Emails Tab
SMS Tab
Voicemail Tab
Tasks Tab
Payment Tab
Payment Transactions
Deposits
Payment Plans (This is currently unavailable)
Disputes & Chargebacks
Reports Tab
Sales and Customers
Who Owes You
Customers Overview
AR Specifics
AR Specialists
Other
Task Tab.
This quick video shows you how to use the Task tab to manage follow-ups, track client outreach, and never miss a beat.
