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
List of Filters
Start Date
End Date
Assigned to - Select a specific rep/user
Labels - Choose a label from the existing list
To-Do Status - Completed/Incomplete
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