How to Create a To-Do
Learn how to create and manage tasks in Client Keeper
Creating and Managing To-Dos
Stay organized by managing your daily tasks directly within the platform, either as general reminders or linked to specific clients.
Phase 1: Choosing Your Method
Method 1 (Main Tab): Select To-Dos from the top navigation bar to access your full task list.
Method 2 (Contact Profile): Open a specific contact and scroll down to the To-Dos section on the right-hand panel.
Phase 2: Defining the Task
Initiate: Click + Add To-do.
Add Details: Enter a clear Title and a Description to clarify the context of the task.
Set Timing: Choose a Due Date and a specific time for your reminder.
Phase 3: Organization and Syncing
Recurrence & Assignment: Set the task as a "One Time" event or a recurring pattern. You can also assign the task to a specific contact or team member.
Calendar Integration: Toggle Show on Calendar to sync the task with your main schedule.
Save: Click Save To-do to finalize.