How to create new To-Do, edit, delete and remark on same To-Do in ERPCA?

 

In the Header section of dashboard there is an envelope icon on the top to remind you about your To-Dos. You need to click on it to go to your To-Do board. It has a form, you can create new to-do by filling the form. This form comprises of To-Do title, To-Do date and priority.

Editing and Updating existing details! You need to click on corresponding to-do,there is an option to ‘Edit’. Select the option, you will get to see the pop-up with pre-filled data (existing). Make the relevant changes and click on “Save” button. Completed to-dos can not be edited. You can also add remarks and delete Completed and pending to-dos. In this video you will come to know about the process of creating new to-do, edit, delete and adding remarks.

ERPCA is India’s top practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. It makes office management effective and efficient, helping professional services firms to boost productivity, improve efficiency, save time and costs, and even help maximize revenue opportunities. From comprehensive task management and time sheet management to billing and invoice management, ERPCA helps you with complete digital automation of work processes. Transform your practice – schedule a demo / register for a FREE trial now. 

If you are a financial services KPO, we offer ERPCA as a custom-branded, white label office management software that is perfectly suited to your needs. E-mail us at [email protected] to discuss.

 

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