Knowledge Base > User Guides > Notes/To-Do’s/Calls > What is a To-Do?

in User GuidesNotes/To-Do’s/Calls

OVERVIEW

Within OfficeTools WorkSpace, a To-Do is defined as a single step, single staff member activity or task. For example, a To-Do can be created for making copies, preparing a mailing or can also be extended out to something such as payroll in which a To-Do can serve as a simple reminder. Creating a To-Do will replace the need for verbal, email and written reminders to complete the task and will also present the opportunity to track any time associated with the task. A To-Do can be assigned to the staff member creating it or can be assigned to another staff member in the office.

0

Start typing and press Enter to search