A tab added for task management

Instead of the to do list on the dashboard can you create a tab for a task management systems to organize potential clients, verification needs, authorization needs, and any other task needed?

Guest
Aug 1 2024
Future Consideration

Therabill / Other

Aug 1, 2024

Admin response

In addition to using the Things To Do section to create follow-up tasks, you can potentially use Session Buckets or even Client Alarms to create tasks.
https://knowledge.therabill.com/hc/en-us/articles/217246063-Alarms
https://knowledge.therabill.com/hc/en-us/articles/217246143-Session-Buckets

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A tab added for task management

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