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  5. Appointments and Tasks

Appointments and Tasks

  • Click on the Calendar to change the date of the events or tasks.
  • Click on the More Options (3 vertical dots) to add more users to your dashboard, print a list your events or tasks; or export the same list as a CSV type file. Note that exporting is only available to Pro and Advanced subscribers.
  • Click on the name of the event or task to be taken to where the entry lives in the docket to mark the event or task as complete. This will make them disappear from your dashboard.
  • Click on the name or Record ID of your event or task to be taken to the Record View page.