How to Create To-Dos on Web

Learn how to set up new tasks and link them to your schedule or contacts.

• Accessing the Creator: Click the purple + Add button from the To-Dos dashboard.

• Task Details: Enter a clear Title and optional Description to define the objective.

• Scheduling: Use the calendar and clock pickers to set a specific Due Date and Time.

• Recurrence: Choose a pattern (One-time, Weekly, Monthly, etc.) for repeating tasks.

• Contact Linking: Use Assign To to associate the task with a specific client in your database.

• Visibility: Toggle Show on Calendar to sync the task with your primary schedule.