To-Dos

For to-dos outside of the SuccessCycles, ClientSuccess offers a separate to-do module. This module allows users to input ad-hoc to-dos and assign them to team members with specific due dates and has the functionality to include hyperlinks.

The module offers a variety of filters and includes past to-dos that were marked complete.

For a complete overview of all to-dos across your company, you can visit the Tasks Page inside of ClientSuccess.