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Reminders Checklist Management.

Reminders checklist management involves the process of creating, organizing, and managing lists of tasks or action items that need to be completed within a specified timeframe. These checklists typically include reminders for important deadlines, appointments, meetings, or tasks that require attention. Reminders checklist management helps individuals or teams stay organized, prioritize tasks, and ensure that critical actions are completed on time. It may involve using tools such as calendars, task management software, or physical checklists to track and monitor progress towards meeting deadlines and achieving goals.

To see reporting:

  1. Go to Sales & Marketing in the left side panel.
  2. Click Event & Order Management.
  3. Click Reminders Checklist Management.

  4. On “From” and “To”, select the dates of the report to view.

     

  5. Click on Refresh.

     

  6. Click on the Check boxes to select the report or reports you want to export. 

     

  7. Click Print to and select how you want to view the report.