How-To:To-Do

From ContactsLaw Documentation

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. Enter Description: Provide a description of the task.
    Step 2 - Create a New To Do.png
  3. Start and Due Times: Set these times for prioritisation.
    Step 3 - Create a New To Do.png
    Step 4- Create a New To Do.png
  4. Associate with a Matter: Choose from recent matters if needed.
  5. Add a checklist item.
  6. Delegate the task to an individual
    Step 5 - Create a New To Do.png
  7. Set Priority: Mark as high or low priority.
  8. Add Notes: Include any additional remarks.
  9. Set Recurrence: Define recurrence settings, adjusting for business hours.
  10. Save: The task will appear on your task list.
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