How-To:To-Do: Difference between revisions

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How to create a new “To-Do”


Open the app and go to the “Manage” section and click the “New To-Do”.
== How to create a new “To-Do” ==
Add a description
 
Add Start date/time
# Open the app and go to the “Manage” section and click the “New To-Do”.
Add Due date/time
# Add a description
Add a Matter
# Add Start date/time
Add a checklist item
# Add Due date/time
Delegate the task to an individual
# Add a Matter
Set it as High Priority or Low Priority
# Add a checklist item
Save & Close
# Delegate the task to an individual
# Set it as High Priority or Low Priority
# Save & Close

Revision as of 15:24, 24 May 2024

How to create a new “To-Do”

  1. Open the app and go to the “Manage” section and click the “New To-Do”.
  2. Add a description
  3. Add Start date/time
  4. Add Due date/time
  5. Add a Matter
  6. Add a checklist item
  7. Delegate the task to an individual
  8. Set it as High Priority or Low Priority
  9. Save & Close