Daily tasks, events, and reminders are paramount when dealing with clients. The functionality of the To Do List is to set appointments, reminders, tasks, etc to assist with organising your time and to keep in contact with your database. In addition to reminders and tasks created, the To Do List will also populate any tasks/reminders from an action list or dates relating to sales i.e. deposits or conditions due.
Contents:
Step by step
1. Go into your To Do, this can be accessed from either the top bar or on the left-hand side
2. Once in your To Do List, this will populate all due or overdue task for the day
3. Dependant on the type of task, will determine what options you have available. However, every task will provide you the option to either Snooze or Set As Completed from within your task list
4. Once completed, you can then click on the Set As Completed button - This will then mark the task/reminder as complete
Additional information
Next to your To Do from within the menu, the populated number will show how many tasks as currently within your To Do List.
We provide a few options from within your To Do List, these include:
- Being able to select another user to see their tasks (This will be dependant on your User Management Settings)
- Filter by Due or Future Tasks
- Ability to tick/untick to Open in a new window (This will ensure that when clicking on any task option, you will not lose your To Do List screen)
- Ability to tick/untick Show completed tasks (This will allow you to filter out completed task, otherwise we provide the option to Reverse Completion if you are showing completed task)
The To Do List is colour coded based on the age of the task/reminder. These colours are broken down into the below categories:
- Green - Today's task
- Orange - This weeks task
- Red - Overdue task
You have the option to add a task directly from the To Do List - This can be done by clicking on Add Task in the bottom right-hand corner. Here you are able to select the user to assign the tasks to, the date, summary, and description.
On your dashboard, we provide the ability to add the To Do List widget, so your daily tasks are front of mind and easily accessible. This can be added by clicking on Configure from the dashboard and then ticking the What needs to be done today (me)? widget.
