To Do List Overview
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
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