Client Keeper Support
Web AppFollow-Ups and Tasks

How to Manage To-Dos on Web

Stay on track with your tasks and to-dos

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.

Video Walkthrough

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