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.

Sign up for a free trial now. Visit now to learn about all the features and capabilities and how you can seamlessly run your business remotely while delivering the utmost client satisfaction.