todo.vu tips – Set up recurring tasks

todo.vu tips – Set up recurring tasks

24 Jun 2018 | Help, Product Features

Earlier this year recurring tasks hit the todo.vu platform and boy oh boy has it made work and life easier! In this post, we will take an in-depth look at how to set up a repeating task and how to manage them. Our implementation of repeating tasks is like no other and...

Creating tasks from email

8 Sep 2017 | Help

Email integration todo.vu can accept an email and convert it to a task or a comment on a task. This is extremely useful in several cases: You can easily forward import emails such as bills or client requests directly into todo.vu. You can reply to comments on tasks...

How your data is organised

4 Sep 2017 | Help

Information Architecture Understanding how todo.vu organises your data will help you plan and set up your workspaces and get the most out of the reporting tools available. Let’s take a look at how your data is organised, and how you can personalise your...

Time and Billing Settings

24 Aug 2017 | Help

Time and Billing Settings If you are in the business of charging clients for time, you will know there is never one way to charge and almost every client and every one of your staff members will have different terms. todo.vu understands the complexities of consulting...

Detailed Time Reports and Exporting Data

23 Aug 2017 | Help

Detailed Time Reports and Exporting Data todo.vu is designed to capture valuable data about your tasks, your projects, your clients, your billing rates and your hours. This information helps you to delve into your business and understand how it is operating and how it...

User access concepts

9 Aug 2017 | Help

User access control todo.vu approaches collaboration with a focus on openness – that is, by default, all staff can see all tasks. This makes it easy for staff to help each other and to know what others are doing. For most teams, this is the ideal way to work....

Billing Time

8 Aug 2017 | Help

Billing Time One of the many valuable features of todo.vu is the ability to track your time. Adding beef to this benefit are the billing reports. Here you can dig into that captured data to create comprehensive billing reports for your clients. These reports can be...

Tracking time

8 Aug 2017 | Help

Time Tracking – Logging Time One of the key features of todo.vu is the time tracker. Tracking the amount of time staff spend on tasks allows you seamlessly compile billing reports for your clients, as well as monitor the productivity of your team. This is done...

Task labels

8 Aug 2017 | Help

Task labels todo.vu provides Labels to allow you to tag tasks into new categories. This will help you find tasks later on. For example, you may have labels such as “Lead” or “Quote” or “Bill” to help you find particular types of...