Create a To-do List - ClientShelf®
Looking for help?
< All Topics
Print

Create a To-do List

In ClientShelf you have the ability to create multiple To-do lists to help you with your daily, weekly or monthly tasks or anything else you would like to use a To-do list for.

From the Client Menu select To-do List.

Add To-do List

Add To-do List

Click the + in the dotted outline to start a new list. Give the list a title and then press Enter or click the Save icon.

Add List Title

To-do List Title

Your task list is created.

To-do List Made

To create another list click the + in the dotted rectangle next to the list you just created.

Create Another List

Add Another To-do List

You can create as many lists as you wish.

Two To-do Lists shown
Table of Contents