To-do’s

 

You can add a new To-Do item to your schedule a couple of ways.

To-do Tab

Click on the To-do Tab and then click “Create To-Do

 

 

 

Select “Single To-do” or “Recurring Series of To-do

 

 

 

When you choose a “Single To-do” you will first choose a date for the to-do and you can also set a time and the estimated duration of the to do. blank

 

 

 

Next name or describe the To-do and select a category (learn how to edit and add those here)blank

 

 

 

This section is optional, but you can select customers, properties, and employees that are involved with this To-Do.

You can also change the color for this to-do that will appear on your schedule. blank

 

 

 

You can also create a To-do from the icon on the top right of your screen.blank

 

 

 

Once complete, click the blue “Create To-do” to save it.

Another way to create a new To-do is from the Schedule Tab.blank

Updated on March 11, 2022

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