How-To:To-Do

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