How-To:To-Do: Difference between revisions
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# Open the app and go to the “'''Manage'''” section and click the “'''New To-Do'''”.[[File:Step 1 -Create a New To Do.png|none|thumb|300x300px]] | # Open the app and go to the “'''Manage'''” section and click the “'''New To-Do'''”.[[File:Step 1 -Create a New To Do.png|none|thumb|300x300px]] | ||
# | # '''Enter Description''': Provide a description of the task.[[File:Step 2 - Create a New To Do.png|none|thumb|500x500px]] | ||
# | # '''Start and Due Times''': Set these times for prioritisation.[[File:Step 3 - Create a New To Do.png|none|thumb|500x500px]][[File:Step 4- Create a New To Do.png|none|thumb|500x500px]] | ||
# '''Associate with a Matter''': Choose from recent matters if needed. | |||
# | # '''Add a checklist item.''' | ||
# Set | # '''Delegate''' the task to an individual[[File:Step 5 - Create a New To Do.png|none|thumb|500x500px]] | ||
# Save | # '''Set Priority''': Mark as high or low priority. | ||
# '''Add Notes''': Include any additional remarks. | |||
# '''Set Recurrence''': Define recurrence settings, adjusting for business hours. | |||
# '''Save''': The task will appear on your task list. | |||
[[Category:How-To]] | [[Category:How-To]] |
Revision as of 09:03, 5 July 2024
How to create a new “To-Do”
- Open the app and go to the “Manage” section and click the “New To-Do”.
- Enter Description: Provide a description of the task.
- Start and Due Times: Set these times for prioritisation.
- Associate with a Matter: Choose from recent matters if needed.
- Add a checklist item.
- Delegate the task to an individual
- Set Priority: Mark as high or low priority.
- Add Notes: Include any additional remarks.
- Set Recurrence: Define recurrence settings, adjusting for business hours.
- Save: The task will appear on your task list.