How to manage your workload with a to do list?

Find the important steps below and watch our video to get exact information on how to perform these actions inside the system.


1. Add to-dos to your to-do list.

2. Remember, you can create to do’s based on already existing tasks in the system. Just use the: Generate to do option.

3. Gain access to all your overdue or completed tasks.

4. Use filters to switch between daily, weekly or monthly views and always know what’s in your pipeline.