Productivity Tools

To-Do's / Task Manager

• Overview - How Do To-Do's Work
• Adding/Managing To-Do's
• Importing a To-Do List Template
• Uploading or Importing Tasks/To-Do's From a File / Spreadsheet
• Using To-Do Lists
• Managing To-Do's in Batches With Checkboxes
See all 7 articles

Calendars

• Overview - How Do Calendars Work
• Getting Around the Calendars Tool
• Adding an Appointment to the Calendar
• Adding To-Do's Via the Calendar
• Adding a Personal Sub-Calendar
• Adding an Event or Lead Sub-Calendar
See all 9 articles

Itineraries

• Overview - How Do Itineraries Work
• Adding/Managing an Itinerary Item
• Uploading or Importing Itinerary Data From a File / Spreadsheet
• Importing an Itinerary Template
• Assigning Contacts to Itinerary Items and Viewing/Downloading Contact Itineraries
• Assigning Vendors to Itinerary Items and Viewing/Downloading Vendor Itineraries
See all 11 articles

Worksheets

• Overview - How Do Worksheets Work
• Adding/Managing Worksheets
• Importing a Worksheet Template

File Storage / Sharing

• Overview - How Does File Storage / Sharing Work
• Uploading/Downloading Files
• Linking Files From Google, Dropbox and OneDrive
• Creating and Using File Folders

Checklists

• Overview - How Do Checklists Work
• Adding/Managing Checklists
• Adding/Managing Checklist Items
• Uploading or Importing Checklist Data From a File / Spreadsheet
• Importing a Checklist Template