Reminders, tasks, to-dos
Awaiting Reply
Does anyone know if IO has the capability of setting taks, reminders and to-dos like project management software.
Ex: I have meetings scheduled for clients - I want to be able to set those within IO so I dont have to input them in other software.
How would I go about doing so?
The same question
Yes, you have to have the CRM module to do it. Very worth it.
Yes, you have to have the CRM module to do it. Very worth it.
Yes like Chad mentioned with the CRM module you have the ability to create and assign task. HERE is the article that reviews tasks. If you decide you would like to add the CRM module you can do so from the Settings--Subscription
Yes like Chad mentioned with the CRM module you have the ability to create and assign task. HERE is the article that reviews tasks. If you decide you would like to add the CRM module you can do so from the Settings--Subscription
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