Tasks and deadlines
Create tasks, assign owners and set due dates and priorities.
Task Management
Everyone knows what is next.
Assign work, set deadlines and follow progress, linked to the customers and documents it is about.
☑Tasks and deadlines · Boards and lists · Linked to your records
Task Management
Acto
✓Tasks and deadlines
ACTOVAR / TASK MANAGEMENTACTOVAR MODULES01 — 08
Overview
How it helps your business
Task Management keeps everyone clear on what needs to happen next. Assign work, set deadlines and priorities, and follow progress on a board or a simple list, all inside the same system where the work itself lives.
Tasks can be linked to customers, invoices, purchase orders or any other record, so the context is always one click away. Reminders, comments and checklists keep work moving, and Acto can turn a conversation or an overdue invoice into a task for you.
What you can do
Assign work, set deadlines and follow progress, linked to the customers and documents it is about.
Boards and lists
Follow work by stage on a board or as a simple list.
Linked to your records
Attach tasks to a customer, invoice or purchase order.
Reminders
Timely reminders so nothing slips through the cracks.
Checklists
Break larger tasks into clear steps.
Comments and files
Discuss the work and attach documents in one place.
Recurring tasks
Repeat routine work automatically every day, week or month.
Team overview
See who is working on what and where help is needed.
ActoTask ManagementWhat are my tasks for today?
Create a follow-up task for every overdue invoice.
Which tasks are late this week?
Create
Add a task, choose who owns it and set a due date.
Collaborate
Comment, attach files and move the task through each stage.
Complete
Close the task and keep its history for later.
Task Management / FAQ
Frequently asked questions
Can I link a task to a customer or invoice?+
Yes. Tasks can be attached to customers, documents and other records.
Will people be reminded of deadlines?+
Yes. Owners receive reminders before and when a task is due.
Can I see my team’s workload?+
Yes. Boards and lists can be filtered by person, status and due date.
ACTOVAR MODULES
Explore other modules
◈01
Accounting
Clear books, every day.
Learn more⇲02Purchasing & Supply
Buy smarter. Never run short.
Learn more↗03Sales
From quote to cash, faster.
Learn more▦04Inventory
Know what you have, and where.
Learn more◎05Banking, Cheques & Treasury
Every cent, accounted for.
Learn more◐06User Management
The right access for every person.
Learn more◭07Business Intelligence
Decisions backed by your own numbers.
Learn more✦08AI Assistant
Acto works alongside you.
Learn more❍09Internal Chat
Talk business where business happens.
Learn more⌂10Branch Management
Many locations. One clear picture.
Learn more