Clarity Practice Management | To Do List

To Do List
Add a To Do Item
The To Do items can be added from 3 different locations: The To Do list on the "My Dashboard" page Client Record - use the "Add To Do Item" Button found in the top right corner of the client screen Project Record - use the "Add To Do Item" Button ...
To Do List
Starting with Version 14.0, you can start adding items to a do list. The to do list is available on the "My Dashboard" screen. It is shown below the Workflow Task List: On the to do list you can perform the following actions: Add a new To Do Item ...

Clarity Practice Management | To Do List | Knowledge Base