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To-Do Lists

Lauren Thress avatar
Written by Lauren Thress
Updated over 3 years ago

Overview

Keep your tasks organized with our To-Do List feature.
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Actions you can perform with your To-Do Lists:

✅ Assign Crew Members

✅ Organize tasks by priority

✅ Add reminders

✅ Add Notes

Create a To-Do List

Option 1 - Navbar

  1. Click on the to-do list icon

  2. Click on Create Todo

  3. Complete the form

  4. Click on Submit

Option 2 - Prospect Page

  1. Go to your Prospects page

  2. Click on the Todo tab

    to-do tab highlight

  3. Click on Create Todo

  4. Complete the form

  5. Click on Submit

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