How-To:To-Do

From ContactsLaw Documentation
Revision as of 11:22, 10 June 2024 by Bradley Smith (talk | contribs)

How to create a new “To-Do”

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