Thursday, January 15, 2015

How to Manage Daily Activities for Your Business?

A typical day for any business owner starts with a growing list of tasks and to dos that can easily swallow you up if not managed right. You need an efficient solution to distribute tasks among your employees and stay informed of activities progress. Velox Activities do that and much more, helping your team accomplish more with less effort.

Simply create a new activity under company workflow, add description, assign task to a team member or yourself, set activity date and time, hit save, and voila! Your activity is created and posted to the team member's calendar who gets a notification of the event. Velox lets you create custom activity types and select a type from a default list--all on the same page. For example, create a custom activity type "Order Parts" for manager over your Inventory department to order parts you are running low. Reference your activity to a specific Sales Lead, Work Order, Estimate, or Customer by selecting one from the drop down menu. You can also add a note or comment to your activity. By adding a due date and/or reminder, you are stressing the importance on the activity time frames. If passed the deadline, Velox will mark it as past due. Your home screen will show all your Current, Overdue, Upcoming, and Following activities. Switch from "Mine" to "All" view to assess performance of your team and address weak points, redirect activities to achieve better results. This pack of features is accessible on both mobile and web, allowing you to manage your team from anywhere like a pro!

Creating and managing activities is simple and straightforward with Velox. You don't deal with a dizzying array of selections, only what's important. We hope this will help your team stay organized, be more productive, and get work done!

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