Tasks That Keep Themselves Up To Date

Puree has always created tasks for you: chase a pending quote, send the deposit invoice, build the staff roster before an event. Those tasks were written once and then left alone, which is why so many task lists filled up with work that was finished months ago.

That has changed. Puree now works your tasks out from your quotes, every time you look. Win a job and the "follow up" disappears by itself. Record a deposit and the invoice reminder goes. Let an event pass and its final checks stop asking. Nothing to tidy up, because there was never a stale row to tidy.

Where You Will See Your Tasks

The same list appears in four places, so they can never disagree with each other:

• On a quote. The Tasks panel at the bottom of the quote page shows everything that job needs, and when.
• The Tasks page. Everything outstanding across every quote, with each row naming the customer and quote it belongs to.
• Your dashboard. The task panel on the home page leads with anything overdue.
• The staff roster page. The roster column now shows which events still need one.

Overdue, Due, Upcoming, Done

Tasks are grouped by when they need doing rather than by what kind of task they are:

• Overdue is anything past its date.
• Due is today and the next three days.
• Upcoming is everything further out. A roster for an October wedding sits here in August, so you can see the whole plan for a job without being nagged about it yet.
• Done is what you have ticked off, kept in view so you can undo it.

A task never falls due before you could have done it. If you accept a quote a week before the event, the roster reminder is dated from the day you accepted, not from a window that closed before the job was even yours.

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, so you can see who dealt with what and when, long after the task itself has gone.

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. Where Puree can see the work happen, it will not ask you to confirm it.

One Email, First Thing

Instead of an email each time a task appears, you get one summary a day at 7am in your own time zone. It lists everything outstanding as a table: the task, the customer, the quote, the event date, a detail such as how long a customer has been sitting on a quote, when it fell due, and when you last chased it.

When something is new since yesterday, the email separates it out and says so in the subject line, for example "12 tasks for today, 3 new". If two of your task types email different addresses, each address gets its own email containing only the work that belongs to it.

Because the list is worked out fresh each morning, a quote that stays unanswered keeps appearing until you deal with it. The old reminders went quiet after the first nudge, which meant some quotes were never chased again.

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. It returns after the same wait if they still have not replied.
• Send deposit invoice, on an accepted job that asks for a deposit and has not received one. Any deposit you record clears it, however it was paid.
• 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.

The last two are new. Previously, cancelling a job left you to remember the roster and the supplier yourself.

Your Settings Still Control It

Task Management settings work as before: switch each automation on or off, choose how many days before an event it should appear, and decide which address hears about it. Two things behave better now. Switching an automation off takes effect immediately rather than leaving weeks of already-scheduled reminders to arrive anyway, and switching one on applies to jobs you have already accepted rather than only to future ones.

Turning off an email no longer hides the work. The task still appears in Puree, it simply stays out of your daily summary.

What Happened to My Old Tasks

Anything you had already ticked off stays ticked off. We carried every completed task across, with the date you completed it, so a quote you chased last week will not be handed back to you this morning.

Tasks that were still open are worked out again from your quotes. Most of them were for jobs that had already been won, lost or held long ago, so your list will be considerably shorter. What remains is work that is genuinely still waiting, and in some cases you will see jobs that needed chasing and never got a reminder at all.

Tasks you wrote down yourself, reminders you set against a customer, and notes with a due date are all untouched and appear alongside the rest.

What It Does Not Do

Puree raises tasks from what is on the quote. It does not know about work that lives outside the app, so ticking a task off records your decision and nothing more. It does not email your customer, send anything to your supplier, or change the quote.

If you have questions about this change, or your list does not look the way you expect, get in touch and we will take a look with you.