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To-Dos - overview

Updated over a year ago

To-Dos can be used to plan your case or to assign a task to someone else, such as having an admin send out documents for you.

When creating a To-Do, you will need to at least enter a title for the To-Do and the name of the person you want to assign the To-Do:

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To send a To-Do to your admin, for example, you can create the To-Do from the document you want sent out by highlighting the document and assigning to To-Do to the admin:

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Any To-Dos assigned to you that are due today or that are past due will show on your Dashboard.

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