To-dos are a great way to keep track of tasks required for completion by all affiliated within the portal.
Within the Partner portal, you can see a whole list of all client file To-dos.
As this area shows ALL To-dos, sometimes it is important to be able to filter the to-do list to make the information more usable.
To filter the to-do list:
1. Navigate to Clients >To-Dos.
2. Click on 'Show filters'
3. Make your filter selections according to which To-dos you wish to view.
You can filter by Active / Overdue and Complete tasks, client name/email, To-do name or even reminder frequency.
When you're ready, click 'Apply filter'.
4. You will now view the specific To-dos as specified by your filtering options.
From the Action column, you can edit the To-do, view the Client's portal or if the To-do is linked to a Room, you will also have a quick link to take you to the Room.
Staying organised with rapid to-dos and more