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.