Step 1: Click on the To-Do tab
Step 2: In the To-Do window select Add New
Step 3: In the New Event window enter the Title of the the to-do item
Step 4: Underneath the Due/Event Date click on the calendar icon
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
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
Step 7: To add a reminder click on the drop-down list underneath Reminder
Step 8: Enter any information regarding the to-do item in the Description box and Save
