Home Client Management Dashboard Frequently Asked Questions - To-do Tasks

Frequently Asked Questions - To-do Tasks

Last updated on Nov 28, 2025

Q: Where can I manage my to-do tasks?
A: You can manage your to-do tasks in the "to do task" section, which is part of the CRM feature accessible from your dashboard or home screen.

Q: How do I add a new to-do task?
A: In the "to do task" section, you can add new tasks and then specify the client, task name, associated product, due date, and priority.

Q: Can I set a deadline for my tasks?
A: Yes, you can set a "due date" for when you want to complete a task.

Q: Can I see how long a task has been pending?
A: Yes, the system shows how many days ago a task was added.

Q: Is there a way to get an overview of my to-do tasks?
A: Yes, you can download a report of your task details.