How to create To-Dos and assign due dates to your clients

If you are looking to assign to-dos to a client to stay on top of specific due dates, follow the steps below:

1. Navigate to Manage Clients > Client Hub. From there, click on the client's name that you are trying to upload a file to.

2. On the following screen, select the To-Dos tab. On the To-Dos page, you will notice you have a + Add button, which will allow you to create a new to-do task and assign it a specific due date.

3. Upon clicking the + Add button, you will be presented with fields to fill in to create the to-do task. Once you have filled out all of the required fields and have chosen whether or not the visibility is public or private, scroll down and click on the Create button.

4. You will now see the new to-do task created.

5. If you wish to edit or delete the task, you would select the more options button on the far right and select the appropriate option.

6. If you wish to view the full details of the to-do task after creating the task, you would click on the Details option.