To-Do's

Reid Tattersall

9/26/2024 · 1 min read

To-Do’s exist throughout BOSS so you can create follow ups on appointments, cases, eApps, quotes, and more.

For example, when viewing an eApp, you can create a To-Do To-Do creation Create To-Do To-Do's

You can view your outstanding To-Do’s at the top of BOSS Bell To-Do

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