To-do's

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Written by Steven
Updated 8 months ago

You can add a new To-Do item to your schedule in several ways.

To-do Tab

Click on the +NEW button and then click "To-Do."

Select "Single To-do" or "Recurring Series of To-do"

When you choose a "Single To-do," you will first select a date for the to-do, and you can also set a time and the estimated duration.

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

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

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

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

Once complete, click the "Create To-do" to save it.

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

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