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July 20, 2023

Improved to-dos: Assign & Due Dates, Aggregated Lists, and Notifications

Assign and delegate

Now, you can assign to-dos to your clients and yourself! Using assignments, you can easily delegate tasks to all of your clients and keep assigned to-dos for yourself, too!

Set due dates

Now your to-dos have due dates! So, you can easily set deadlines for items for yourself and your clients. And you'll receive email notifications that remind you of upcoming deadlines!

See all your to-dos in one place

Practice now aggregates all of your client to-dos in one place so you don’t need to bounce between client records to view, update or create new to-dos. Your to-do panel will automatically pull in to-do items created by you or your clients.