Back to Client Keeper
GeneralFollow-Ups & Tasks

How to Manage To-Dos

Optimize your To-Do dashboard efficiently

How to Manage To-Dos

Stay on top of your daily deadlines and general checklist using the To-Dos dashboard.

Phase 1: Accessing Your Checklist

  • Go to To-Dos: Click the To-dos tab in the top navigation bar to access your full task list.

  • Status Tracking: Review your progress by switching between Current, Catch Up, and Completed tabs.

Phase 2: Dashboard Filtering

  • Frequency Filter: Isolate tasks based on their recurrence, such as One-time, Daily, Weekly, or Bi-weekly.

  • Calendar Filter: Use the Calendar filter to see which tasks are currently set to appear on your main schedule.

On this page