Web AppFollow-Ups and Tasks
How to Create To-Dos on Web
Specify tasks for better management
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.