How do I create a To-Do if I am at my Dashboard?

How do I create a To-Do if I am at my Dashboard?

To create a To-Do, go to the Menu and then select the + icon on the right side to the To-Do module and it directly creates a new To-Do right from the dashboard. This avoids the extra step of going to the To-Do module first and then creating a To-Do from there.
    • Related Articles

    • What is the quickest way to add a Calendar entry, Sales activity or To-Do?

      To add Calendar Entry, Sales Activity or To Do, the fastest way is to be in the Dashboard and then on the very top of the page, you will see a Calendar icon with a + sign on it. It will be on the left to the Live Chat option. Once selected, you can ...
    • How Create an Incident?

      All kinds of Incidents happen at the work place. This module helps to Track, Respond Quickly & Accordingly. It helps to make corrections to prevent the same Incidents happening again. You can also Create an OSHA 300 Log, you can do so by scrolling to ...
    • How do I make the To Do's show up on my Dashboard?

      The To Do's showing up on the dashboard is a handy option, you can do so by going to: Home page > scroll to the bottom > Click to Add/Remove Dashboard > Select To Do's from the list of Widgets.
    • Create a Retainage Account

      Setting up retainage tracking: Create a Retainage account:a. Click theGearicon. b. From the drop-down menu, selectChart of Accounts. c. In theChart of Accounts, clickNew. d. ForCategory Type, selectOther Current Assets. e. ForDetail Type, ...
    • How to Create an Estimate?

      Estimates give you the ability to list out all items at the time of bidding. You can create an Estimate by going to: Menu > Estimates > Create New Estimate. For the Items Tab, you can create multiple Sections, you can Add Items from Database or Add ...