Keeping track of your tasks & activities in one view
Keeping track of your tasks & activities in one view
Whether you’re scheduling meetings, assigning tasks, or syncing calendars, Synup OS makes it easy to manage everything from a single place. In this section, you’ll learn how to create, assign, and track activities so you and your team never miss a client update.
1. Navigate to activities
Navigate to your Synup OS dashboard and open the Meetings tab under the Activities section.
This tab shows you all your ongoing meetings and activities associated with your calendar.
You can quickly filter your activities based on due date, type of activity, or assigned owners.
You can view all the activities both in list or calendar view
Click the menu icon next to any activity and mark it as done or update activity details.
All activities that you create in Synup OS are automatically added to the calendar you have synced with your OS account. So, you don’t need to go and edit your calendar separately.
Also Read: How to sync your calendar with OS
Related Articles
How to view Client Summary
How to View Client Summary The Client Summary page provides a complete overview of your client’s details, activities, and insights. This is where you can quickly access important information like contact details, business insights, invoices, tasks, ...How to share and track an invoice
How to share and track an invoice Sending and tracking invoices is simple with Synup OS, ensuring you get paid faster and maintain a clear record of all transactions. This article will guide you through the process, from creating to tracking your ...How to share and track a document
How to share and track a document Tired of manually sending and tracking documents? Synup OS simplifies the process, saving you valuable time and ensuring you never lose sight of an important document. With just a few clicks, you can send documents ...How to manage all your documents in one view
How to manage all your documents in one view The "All Documents" dashboard in Synup OS provides a powerful, centralized view for managing all your documents. You can easily filter, sort, and take action on any document to streamline your workflow. 1. ...How to view & navigate through client table
How to view & navigate through client table The Client Table in Synup OS is your central hub for managing all customer accounts linked to your agency. With the Client Table, you can: Quickly search and locate clients. Assign representatives for clear ...