Task Management

Stay on top of follow-ups with tasks that stay current with your quotes.

How Tasks Work

Puree works out your tasks from your quotes every time you look. Win a job and the follow-up task disappears by itself. Record a deposit and the invoice reminder goes. Let an event pass and its final checks stop asking.

You can also create manual tasks for anything you need to remember, and they appear alongside the automated ones. All tasks are grouped by when they need doing: Overdue, Due (today and the next three days), Upcoming (everything further out), and Done (what you have ticked off).

Where You’ll See Your Tasks

The same list appears in four places:

• On a quote — the Tasks panel at the bottom shows everything that job needs
• The Tasks page — everything outstanding across every quote
• Your dashboard — the task panel leads with anything overdue
• The staff roster page — shows which events still need a roster

The Tasks Puree Raises

Ten kinds, each appearing only when the quote actually needs it:

• Follow up pending quote — once a quote has been sitting with a customer for your chosen number of days
• Send deposit invoice — on an accepted job that asks for a deposit and has not received one
• Send full payment invoice — where payment is due before the event
• Complete final checks — in the run-up to a staffed event
• Create staff roster — for a staffed event inside your roster window
• Update the staff roster — when staffing changes after you made the roster
• Place supplier orders — for a job carrying items somebody else supplies
• Update supplier order — when items change after the supplier was told
• Stand the staff down — when a rostered event comes off
• Cancel the supplier order — when a job you had already ordered for comes off

Creating Manual Tasks

Go to Tasks from the main menu and click Add New Task. Enter a description, set a due date, and optionally assign it to a team member. Once saved, the task appears in your task list and can be ticked off when complete.

Ticking Things Off

Tick the box and the task moves to Done. Untick it and it comes straight back. You can also tick something in Upcoming: if you have already built next month’s roster, say so, and Puree will not ask again or email you about it.

Every tick is recorded on the quote’s audit trail. Some tasks tick themselves off — send a supplier order from the supplier page and Puree marks it done for you once every supplier on that quote has been sent to.

Email Summaries

Puree sends two, and never both on the same day. Both arrive on your own clock, so wherever you are they land at the right hour.

The daily, at 7am, Monday to Saturday. Only what has newly come due, and on a morning when nothing has, no email at all. The subject line carries the count, so you can tell from the inbox whether it needs opening.

The weekly, Sunday at 5pm. The whole outstanding list, in time to read it before the week starts. It splits what is new from the backlog you have already been told about, and anything more than 30 days old is counted at the foot of the email rather than listed. Sunday gets no morning email, because the roundup already says everything it would have said.

Every line gives you the customer and quote, what needs doing, the event date and when it fell due, with overdue work flagged. If two of your task types email different addresses, each address gets its own email containing only the work that belongs to it.

Nothing is repeated every morning, so an email always means news. The work itself doesn’t go anywhere: a quote that stays unanswered keeps its place on your task list, and comes back in Sunday’s roundup, until you deal with it.

Settings

Configure task automations in Settings → Task Management. Switch each automation on or off, choose how many days before an event it should appear, and decide which address hears about it. Switching an automation off takes effect immediately. Turning off an email no longer hides the work — the task still appears in Puree, it simply stays out of your email summaries.

What Changed

Tasks used to be written once and then left alone, which is why task lists filled up with work that was finished months ago. Now Puree works your tasks out from your quotes every time you look, so finished work disappears on its own and nothing goes quiet. For more detail, see our article Tasks That Keep Themselves Up To Date.