Add a To-Do

To-Dos are reminders that can be added to contact records.


Tips

To-Dos do have to be added to attached to Contact. If your To-Do is a task reminder for you, you may want to add it to your Contact Record in the system.

Some users will also create Contacts that are named after a project for all of their To-Dos related to a specific Project.

 

1. From the Contact Record, click the To-Do List tab. Then Click Add To-Do.

 

2. Add the information for your To-Do including Summary, Priority, Assigned to (if you have a team), Due Date, Details and To-Do Type.

If you are using Email or Letter To-Dos, you may attach a template from the library to the To-Do so it is easier to complete the task later.

 

3. Your To-Do will be in the Contact Record and also in the To-Do List.

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