The ability to create To-dos is one of the most powerful features in the portal because it allows you to create and manage tasks for your clients, staff members and yourself!
Whether the task is for your client to complete a form, upload an important document, or hunt down other important information, To-dos help you keep track of what needs to be done and has follow up reminders.
To add a to-do:
1. Navigate to Client list >To-dos.
2. Click on 'Add a to-do'
3. A pop-up box will appear. Type the client's name and select them from the list. 
4. The 'Add a To-do' window will open.
Field 1- To do name: the task name
Field 2- Assigned to: This can be a team member or a staff member.
Field 3- Due date- This will automatically default to 10 days from the current date but can be adjusted.
Field 4- Reminders- This will be set by default to "Automatic" (Automatic reminder frequency occurs 90, 30, 21,14, 7, 3 and 1 day before the task is due. If a task is overdue, this frequency continues until 90 days after the due date). Reminders can be amended to Daily, Never, etc and then you can choose when those reminders begin.
Field 5- Notes- Any notes relating to the to-do can be added here.
Once you have set up your To-do, click 'Add'.
Your client will receive an email, as well as a push notification on the mobile app, and a bell notification within their portal.
5. The newly created To-do will now appear in your To-dos list.
To edit a to-do:
To edit a To-do, simply click on the edit pencil under the action column.
This will open the To-do and allow you to edit any of the information as needed.
To complete a To-do:
To mark a To-do as complete, click tick icon under the 'Status' column
Alternatively, you can use the edit pencil to open the To-do, change the status to complete and click 'Save'.