Managing daily tasks, events, and reminders is essential when working with clients. The To Do List keeps you organised by tracking tasks, reminders, and important sales dates, like deposit deadlines or condition due dates.

Contents:

• Video Tutorial
• Step by step
• Additional information
• Take me through LIVE

Step by step

1. Go to: To Do. This can be accessed from either the top bar or on the left-hand side menu

Once on your To Do List, this will populate all due or overdue tasks for the day

2. Depending on the type of task, this will determine your available options. However, every task will provide you with the option to either Snooze or Set As Completed from within your task list

3. Once completed, you can click on the Set As Completed button - This will then mark the task/reminder as complete

Additional information

The populated number next to your To Do from within the menu will show the number of tasks currently on your To Do List.

We provide a few options from within your To Do List. These include:

• You can select another user to see their tasks (This will be dependent 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 the completed tasks. Otherwise, you can Reverse Completion if you are showing completed tasks)
• Sort by Newest to Oldest to Oldest to Newest

The To Do List is colour-coded based on the age of the task/reminder. These colors are broken down into the below categories:

• Green - Today's task
• Orange - This week's task
• Red - Overdue task

You can add a task directly from the To Do List by clicking on Add Task in the bottom right-hand corner. You can select the user to assign the tasks to, the date, summary, and description.

You can add the To Do List widget to your dashboard so your daily tasks are front of mind and easily accessible. To do this, click on Configure from the dashboard and then tick the What needs to be done today (me)? widget.