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1. Create
Enter a clear task, due date and available category/assignment.
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2. Link
Associate relevant project/contact records.
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3. Prioritise
Filter upcoming and overdue work.
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4. Update
Mark completed and cancelled tasks accurately.
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5. Review
Use the task list and Intelligence to follow outstanding work.
Before you begin
- Cancelled and completed describe different outcomes.
Common questions
A task is missing
Clear status/date/category filters and search again.