Today in this WHMCS tutorial you will learn how to use To-Do List in your WHMCS.
If you have multiple staff working through your WHMCS installation, it may be difficult to distribute tasks and let everyone know what they are to be working on. Usually this may be done through a third party application, however, in WHMCS there is the option to make Tasks for administrators. These tasks will show up in the WHMCS Calendar and can have their statuses set to whichever best fits the moment.
Watch this video before moving onto the steps
Take care of every step so that you don’t miss anything.Now let’s move further
Follow the steps given below to learn how to use To-Do List in WHMCS:
Step::1 Log into your WHMCS Administrator Dashboard.
Step::2 From the menu at the top, navigate to find, Utilities and click on To-Do list option
From there you will be able to search / filter through and create new Tasks for the administrators on your WHMCS installation.
Step::3 From the WHMCS To-Do List page, select the Add Item tab.
Step::4 From the new form made visible, fill out the information as it should pertain to the new task you are looking to create.
Step::5 When you have finished filling out the information, you can proceed by clicking on the Add To-Do Item button.
Thus you have successfully added new item in To-Do List section.
Follow the methods mentioned in this tutorial to easily set up new item in To-Do List in WHMCS.
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