How do I make a To-Do private?

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• How can I make the To Do's so only I can see them?

  The To Do's can be made private so only you can see it. To do so go to: Menu > To Do's > Select the To Do > Check mark the box (Bottom Left) Make Private: Visible only to me.

• How do I restrict certain Notes to only be available to the person who created the Note?

  To restrict Notes to be only available to the person who created the Note, please go to the Note in question in Edit mode and then select the checkbox that says Make Private: Visibly Only to Me and Save.

• How to add a New Note & Link it to a Project?

  Notes are a great way to remember things that you know you will not in time. To Add a Note, go to: Menu > Notes > Create a New Note. Notes can be linked to a Project or Not. It can be made Private Visible only to you, this can be done by check ...

• How do I restrict the Internal Notes entered on the Project screen from being seen by other Users?

  To restrict Internal Notes from being seen by other Users, simply open the Note that is associated with the Project and then go into edit mode which is the pencil icon on the top right. Under Tags, you will see a checkbox that reads "Make Private: ...

• How do I schedule a Private Training?

  To schedule a Private Training, go to this link - https://www.contractorforeman.net//trainings.php and scroll down to the bottom and select Book a One on One Free Training.