Liaison EMP

We've created a brand new tool to help keep track of to-do's and assigned work.  This page can be accessed by selecting Account/To-Dos

Complete Filtered To-Dos - After filtering the list of To-Do's based on your desired criteria, this will complete the filtered list

Add To-Do - Opens the to-do creation window which can also be found on the calendar and profile pages

1. Start Date
2. End Date
3. Assigned to - Select a specific rep/user
4. Labels - Choose a label from the existing list
5. To-Do Status - Completed/Incomplete
6. Update - Update list based on specified filters

Page Numbers - To-Dos will be limited to 25 per page, use these navigation buttons to save time

Complete Button - Use this to individually complete a to-do

Edit To-Do - Edit information for that specific to-do such as content, due date and assigned to

1. Complete Filtered To-Dos - After filtering the list of To-Do's based on your desired criteria, this will complete the filtered list
2. Add To-Do - Opens the to-do creation window which can also be found on the calendar and profile pages
3. List of Filters
   1. Start Date
   2. End Date
   3. Assigned to - Select a specific rep/user
   4. Labels - Choose a label from the existing list
   5. To-Do Status - Completed/Incomplete
   6. Update - Update list based on specified filters
4. Page Numbers - To-Dos will be limited to 25 per page, use these navigation buttons to save time
5. Complete Button - Use this to individually complete a to-do
6. Edit To-Do - Edit information for that specific to-do such as content, due date and assigned to

To-Dos Module