To Do Settings

April 16, 2019

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Utilizing the To Dos settings will allow you to communicate with your employees to receive daily emails any time they have a task or an appointment

    • You can also use this page if you have employees that you would like to have the ability to assign Tasks and Appointments to other employees

Creating To Dos settings page

  1. Hover over the To Dos tab and click on Settings

2. Check the box to let employees manage their daily email setting

Next is a set of four columns:

  • The left column is a list of all employees including the admin at the top

3. Check the middle columns if you want a specific employee to receive emails for their daily tasks and appointments

4. Check the far right column to select which employees have the ability to assign task and appointments

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