To-Do Use the To-Do submodule under the Tasks module to view the tasks that are assigned to you, view the Scrum Board, view and manage your calendar, and view and manage your pipeline activity list. Related Topics:Tasks Use Tasks under To-Do to view the list of tasks that are assigned to you. This enables you to view and manage job schedules, task briefings, documents, task cards, progress, time entries, status, and conversations. Scrum Board Use Scrum Board in the To-Do submodule in the Tasks module to view sprint Scrum Boards to manage tasks and monitor their progress. Calendar View Use Calendar View in the To-Do submodule in the Tasks module to view the tasks that are assigned to you in a day, work week, or week view. Calendar View enables you to mark assigned tasks as done, delete bookings, register time entries, and create and manage recurrence bookings. Year Calendar View Use Year Calendar View in the To-Do submodule in the Tasks module to view the tasks that are assigned to you in a rolling year view. Year Calendar View 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 in the To-Do submodule n the Tasks module to view the pipeline activities that you need to complete for prospects or existing clients. Pipeline Activity List 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 HomeWorkBook Online HelpTasksTo-Do
To-Do Use the To-Do submodule under the Tasks module to view the tasks that are assigned to you, view the Scrum Board, view and manage your calendar, and view and manage your pipeline activity list. Related Topics:Tasks Use Tasks under To-Do to view the list of tasks that are assigned to you. This enables you to view and manage job schedules, task briefings, documents, task cards, progress, time entries, status, and conversations. Scrum Board Use Scrum Board in the To-Do submodule in the Tasks module to view sprint Scrum Boards to manage tasks and monitor their progress. Calendar View Use Calendar View in the To-Do submodule in the Tasks module to view the tasks that are assigned to you in a day, work week, or week view. Calendar View enables you to mark assigned tasks as done, delete bookings, register time entries, and create and manage recurrence bookings. Year Calendar View Use Year Calendar View in the To-Do submodule in the Tasks module to view the tasks that are assigned to you in a rolling year view. Year Calendar View 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 in the To-Do submodule n the Tasks module to view the pipeline activities that you need to complete for prospects or existing clients. Pipeline Activity List 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 HomeWorkBook Online HelpTasksTo-Do