Steps:

 

  1. Begin by logging in to the system using your assigned credentials.
  2. From the main dashboard, at the top-right corner of the screen and locate the three-lined menu icon 
  3. Click on the menu icon. This will redirect you to your To-Do List, where you can view all your assigned tasks.
  4. To create a new task, click on the Add To-Do button located at the top of the To-Do page.
  5. A pop-up form will appear. Fill in the required details as follows:
    • Date Created: Specify the current date
    • Task Name: Provide a title for the task
    • Client: Select the client related to the task
    • File: Associate the task with a relevant file
    • Deadline: Set the due date for task completion
    • Assign To?: Choose the user(s) responsible for completing the task
    • Priority: Indicate the urgency level (e.g. Low, Medium, High)
    • Task Description: Provide a detailed description of the task
    • Send Notifications To: Select users who should receive a notification about this task
  6. Once all fields are completed, click on the Add To-Do button at the bottom of the form to save the task. If the task has been assigned to another user, it will automatically appear in their To-Do list.