Create Task Items

ToDo Items can be created through the Client Profile page. Reminders to complete these items will be stored in the Today tab and the Activity section of the Client Profile page. There are two methods you can use to create task items from the Client Profile page.

Method #1

1. Click Add ToDo.

2. Complete the required fields.

3. Click Save.

Method #2

1. Click  Action and select ToDo.

2. Complete the  required fields.

3. Click Save.