Adding Items to My Task List

The Task List is the same as a “To Do List”. It allows you to take quick notes, on items you need to follow up on. These could range from Following up with new leads, contacting current clients, or getting a new certification.

Once a task is completed you can check the box beside it, to mark as complete.

To completely Remove the Task from the list, click on the Red “X” on the right side of the task

To Add a new Task:

1. Go to the Home Page
2. Locate Task List section
3. Select “Add To Do Here”