Track tasks and appointments by following these steps:

  1. Click on the menu button at the bottom of the screen.
  2. Select “Schedule a Todo”
  3. Note down Todo title (e.g. Appointment with Bernard)
  4. Attach any document of your liking to remind you.
  5. Add a date and time for the meeting /appointment
  6. Set a reminder and select the client if already on your phone book
  7. Save the “todo” item and wait for a reminder.
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