Table of Contents
Todo List #
The Todo List feature is designed to simplify task management and improve workflow efficiency within the agency. This tool provides a structured way to organize tasks, assign responsibilities, and track progress. It allows team members to focus on what needs to be accomplished, prioritize tasks, and collaborate effectively.
- Access your staff account on the agency’s platform using your credentials.
- From the left navigation menu, select “Todo list.”
- The “Todo List” section will be displayed.
- Open the “Select Todo List” dropdown and choose the appropriate list.
- To update a task’s status, check the checkbox next to the task or use the “Change Status” dropdown to select a new status.
- Click the red flag icon to change the task’s priority level.
- Remember, you can only change the status of tasks that are assigned to you.
Filter Tasks by Status #
- Use the “All,” “Active,” and “Completed” buttons on the right side to filter tasks:
- All: displays all tasks regardless of their status.
- Active: Shows tasks that are currently in progress.
- Completed: Shows tasks that have been marked as finished.
