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TueviaTueviaManual

Your to-do list

My to-do list on Home is yours: nobody else sees it.

  1. Press Add.
  2. Write What to do, and Notes if you want.
  3. Give it a Date and a Time if it has one — both are optional.
  4. Press Add to the list.

Tick the box when it is done; done items stay crossed out for a week. A date that has passed shows in red.

The academy’s owner can also add an item to somebody else’s list: their form has For, with each member of staff. That item shows From the owner on the person’s list.

If you work leads in the CRM, My leads today sits above the list: how many of your leads are overdue and due today, your follow-ups and the new leads in your groups. Press it to open CRM → Today.