Support Center

What’s the best way to keep myself and my clients focused on the most important tasks at hand?

To highlight the tasks that are the most important, you can highlight them as a focus item. Once a task has been assigned to a responsible party, click on the star, located to the left of their name. This will highlight the specific item and will now appear in their notification center (located towards the top right of their screen) as a FOCUS item.

We also recommend only assigning a handful of tasks (and no more than 10 tasks) to a client, and in the assignments overview, drag and drop them to order them with the most important tasks towards the top.  This will help keep them focused on the most important things that will keep plans moving forward!

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