To-do
Use the To-do module to view the tasks that are assigned to you and view and manage your pipeline activity list. You can display your assigned tasks as a simple list or in a weekly or yearly calendar view. The module contains the Tasks, Calendar View, Year Calendar View, and Pipeline Activity List submodules.
- Related Topics:
- Tasks
Use the Tasks submodule under Tasks to view the list of tasks that are assigned to you. It enables you to view and manage job schedules, task briefings, documents, task cards, progress, time entries, status, and conversations. - Calendar View
Use Calendar View under Tasks to view the tasks that are assigned to you in a day, work week, or week view. It enables you mark assigned tasks as done, delete bookings, register time entries, and create and manage recurrence bookings to. - Year Calendar View
Use Year Calendar View under Tasks to view the tasks that are assigned to you in a rolling year view. It also enables you to view your synced Google calendar or Microsoft Outlook calendar activities side by side with your WorkBook tasks. - Pipeline Activity List
Use Pipeline Activity List under Tasks to view the pipeline activities that you need to complete for prospects or existing clients. It enables you to view the activity card or prospect card of an activity, mark it as done, add it to your calendar, or add activity texts.
Parent Topic: Tasks