Using Categories & Custom Views to Manage Tasks with #maximumefficiency
Customise task management to achieve improved efficiencies and help keep track of workloads in your practice.
Watch this trailer to learn how to use Categories & Custom Views to segment your tasks and tailor to-do lists for your team to use in just one click.
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Setup and configure users, practice settings, manage your FYI plan and more.
Ready-to-go automations for a range of processes used in practices.
automation, merge fields, new collaborate, tasks, my imports