Keeping an organized list of tasks is essential for many professionals as practices expand and responsibilities grow. You can create, organize, and update a list of tasks within your CounSol.com account.
How to create/maintain a task list:
1. From the Practice icon, or Calendar icon, click on the Tasks tab.
2. Create a new task by clicking the New Task button.
3. Create a Title to quickly identify the task.
4. Set a Priority level for the task.
5. Optional - Add a Star, or a Color code dot to display in the task bar.
6. Optional - adjust the current Percent of the task already completed.
7. Select a Due Date for completing the task.
8. Optional - Select a Status for the task.
9. Optional - Write a description to add details regarding the task.
How to update a task.
1. Navigate to the Task list.
Option 1:
Click on the Sessions icon. The task list will display at the bottom.
Option 2:
Click on the Calendar icon, then the Tasks tab.
2. Click on a task to edit.
3. Make the appropriate changes, then click the Save Updated Task button.
