To do and Calendar Tutorial

Question

Useful Links

Change default appointment time

Sync Calendar with Outlook

Option to click from calendar the account that is dedicating that day

 

Answer 1

Click on the link below to watch the demo on how to use the To Do and Calendar Screen

https://jlssolutions.com/qa/PlayVideoN.php?VideoURL=https://jlssolutions.com/KB/images/ToDoandCalendar.mp4

 

(00:00) How to enter a task in an account
(01:29) Explain the task info tab and how to setup recurring tasks
(03:20) How to use the Task list tab
(05:10) How to use the Calendar
(06:12) How to sync tasks with outlook
(06:54) Daily Zmanim in the calendar and calendar in hebrew
(07:49) Create a task directly from the calendar
(09:20) How to use the reminder popup

Note: you can also setup a daily email of your tasks using a report.

Comments

I just tried this link and it asks me to login, then does not work-it goes to a blank screen

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Maybe a filter issue? I tried the link and its working fine.