This article is a guide to navigating Tasks/Activities Pabau 2. We will cover the similarities and improvements on this feature.
Tasks have been revamped in Pabau 2. Alongside a major overhaul in functionality, they've also been rebranded as Activities.
Their overall visibility and accessibility have been improved. Tasks, now Activities, can be found in the left sidebar alongside the other main directories, compared to a sidebar menu on the right-hand side of Pabau Classic.
Now, instead of a sidebar, Activities have their own page.
It's easier to filter between scheduled activities, overdue, completed or even view a specific period.
More importantly, Activities now have activity types - you can differentiate between a scheduled call, admin work, or anything of the sort. You can create custom activity types to document every detail.
Another improvement is regarding the due date - activities can be scheduled on a from-to basis, taking into consideration activities with flexible timings or ones that stretch over a period.
Tasks created against clients/leads are visible on their client card/lead profile in Pabau 2, with the same method as in Pabau Classic.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.