Batchbook Knowledge Base To-DosTask Workflow with To-Dos

Task Workflow with To-Dos

Creating a workflow for you team has never been easier. Now with To-Do categories you can create a recommended workflow for you and your team to make sure tasks are being taken care of in a timely manner and to make sure the whole team understands the needed steps to attract and retain new clients.

To-Do Categories for new To-Dos

When creating a new To-Do, use To-Do categories to help create a path to customer fulfillment. As a To-Do is completed create a To-Do for the next category to keep the ball rolling. The drop down list allows for easy access and understanding of what the next desired action should be.

To-Do Categories for new To-Dos

Adding, Deleting, Editing Categories

In the Categories section under Settings you'll find To-Do Categories for your account. You can use the +Category button to add a new To-Do Category. You can Edit an existing Category to change it's name or use the trash can icon to delete the Category altogether.

Adding, Deleting, Editing Categories