Built-in Task Management

Comprehensive Task Management

View all pending tasks on your homepage and tick them off as you complete them. When a task is due, you'll receive an email reminder (which you can turn on or off). Tasks can be general or specific to an order or event.

Manual Tasks

Create general tasks with due dates for anything you need to track. You can also create order-specific tasks by adding notes to any quote or order. These notes can include due dates and attachments, making them perfect for things like finalising menus two weeks before an event or following up on special requirements.

Automated Tasks

Puree automatically creates tasks for key milestones:

• Follow up pending quotes - Reminds you after a set number of days if a customer hasn't accepted your quote
• Staff roster reminders - Prompts you to create staff rosters before your event
• Supplier orders - Reminds you to place orders with suppliers, and alerts you if an order has been updated after you've already ordered
• Deposit reminders - Prompts you to take deposits from customers
• Payment collection - Reminds you to collect payment in advance before the event
• Final checks - Creates reminders for final checks on staffed events (can be turned on or off)