Assignments

Quick and easy to create a File Note or create an Assignment To-Do event. The Assignment events are displayed and organized on the Assignments tab, which includes filters based on Staff Members. Assignments To-Dos can now be printed up in Checklist Form, so you can easily specify what To-Do was completed, by whom, and a description of the event.

 

2012 Updates:

 Preferences/Value List: Task List report (ie., Activity Codes and Cost Type)