Back to Client Keeper
Web AppFollow-Ups and Tasks

How to Manage To-Dos on Web

Stay on track with your tasks and to-dos

How to Manage To-Dos on Web

Navigate and organize your active workload efficiently.

  • Status Tabs: Toggle between Current (active), Catch Up (overdue), and Completed tasks.

  • Search & Filter: Use the search bar for specific titles or the filter icon to sort by Frequency or Calendar status.

  • View Options: Switch between the standard List View and the visual Card View.

  • System Sync: Click the three-dot menu and select Refresh to ensure all team updates are visible.

On this page