Using the To Do List

Using the To Do List

The To Do List is a powerful tool that allows you to track all your upcoming tasks and due dates as well as assign tasks to others in your practice.

To Access the To Do List, click on the To Do List button in the upper right menu:

This will pop up the To Do List where you may review, mark as complete or add items to the list:

Simply click on Add Task to add additional tasks to your To Do List:

New tasks can be:

  • Associated with a specific client
  • Set up for Recurring or One time
  • Assigned to someone else
  • Given a Priority Level
  • Assigned to a project or label

Click Create This Task to create and save the task.

To mark a task as Complete, simply click on the box next to the task: