To Do (admin)

Steps

1. Create internal tasks with checklists and tags.
2. Attach files and add comments for context.
3. Organize work on a simple board.
4. Set reminders so nothing is forgotten.

Tips

• A shared office to-do board keeps internal work organized without leaving the platform.

Related guides

• Reminders Lightweight follow-ups tied to a customer, route, technician and date, with optional photos and notes.
• Work Orders Plan and track non-routine work: repairs, extra jobs and follow-ups, assigned to a customer, technician and date.