Step 1: Click on the To-Do tab
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Step 2: In the To-Do window select Add New
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Step 3: In the New Event window enter the Title of the the to-do item
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Step 4: Underneath the Due/Event Date click on the calendar icon
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Step 5: To change the date, click on the month or year and then, select the day. Once the date is selected, select the time by choosing the hour first, and then the minute
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Step 6: To link a client and policy select the magnifying glass. Search for the client using the client’s name or DBA, once the client is located click on Select, then select the policy – NOTE: This is optional
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Step 7: To add a reminder click on the drop-down list underneath Reminder
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Step 8: Enter any information regarding the to-do item in the Description box and Save
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