To-Do

On the Pending Tab within the left taskbar:

• Use the dropdown box to the right to View All, Pending, or Completed
• Tick off, edit, and delete reminders

To Do Button in Taskbar

If next to the To-Do option, there is an orange circle with a number that highlights the number of past due reminders.

• Each reminder has a check box that you can finalize when it is finished.
• If another Professional is responsible for the reminder, you will see ‘for’ and their name next to the reminders. The person responsible can only check off these reminders.
• If another Professional sent you a reminder, you will see ‘from’ and their name next to the reminders. The person responsible can only check off these reminders.
• The date and time reminders that are due are highlighted in orange.
• The date and time when the reminder was created are to the right, next to the edit icon.

You can create reminders for yourself or other staff members

• Select the + New To Do
• When the pop-up appears, add the name of the Reminder.
• Set the ‘Reminder At’
• If the reminder is for yourself, do not add a Professional to the reminder.