How do I assign a To-Do and notify them automatically?

• Related Articles

• How do I notify or assign an Opportunity to an Employee for follow-up?

  To assign an Opportunity to an Employee, go to the Menu and select Opportunities and open the Opportunity in question. Click on the pencil icon on the top right to enter Edit mode and scroll down to Assigned To. Here select the employee and they will ...

• How do I assign a Project Manager to a Project?

  To assign a Project Manager to a Project, go to the Menu and select Projects and then open the Project you wish to assign a manager to. Go to the Contacts tab and click on the pencil icon on the top right to get into Edit mode. Choose Project Manager ...

• How do I assign the Status Color for my Inspections?

  To assign Status Colors for your Inspection, go to the Menu, select Settings and then go to Custom in Settings. Enter Edit mode and then find Inspections and start changing the color for the statuses that are present there.

• How do I assign a color to a User?

  To assign a color to a User, go to the Menu and select Employees and pick the User you wish to assign a color. Go to Edit mode, which is by clicking on the pencil icon on the top right. Right below the photo, there should be Show on Calendar option ...

• Can the project status be changed automatically? (from pending to completed)

  The Project Status cannot be changed automatically and is manually changed by the user after the project is completed.