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Using To-do Lists

Learn how to view your to-do list in Equips and how they are assigned

How to use To-Dos

To-dos notify a user when they have a task to complete. When a user has something on their to do list, it will appear in the navigation menu like this: To do list icon.

There are three reasons a task would be added user’s to-do list:

  1. User had a Service Request assigned to them
  2. User was mentioned in a note
  3. User is receiving a reminder for a task/service request they are assigned to

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