The To Do List functionality is available for everyone.  There is an icon in the top tool bar.

From here To Do List "Tasks" can be created for yourself, technicians or other office staff.  

The To Do List popup provides for many different views to make it easy to manage the tasks.

Below are some screenshots on the view and how to create a new Task.

To Do List Overview Video

To Do List Icon in Top Tool Bar

Overview to the To Do List Window

Click the "+" to Create New Task

All Fields Required - Description, Due Date, Person Assigned and Category

Example New Task to Deposit Checks

New Task in the View

How Task Displays When Marked Completed