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Adding Action Items

From Dashboard

  1. Tap on the plus ‘+’ icon at the bottom of the screen

  2. Tap Action Items

  3. Select the contact you’d like to add the action item to

  4. Enter an Action Item Name, Note, due Date and Time, and Status

  5. Tap Add

From a Contact

  1. Tap on the ‘Work’ tab

  2. Tap on the plus ‘+’ icon in the Action Items section

  3. Enter an Action Item Name, Note, due Date and Time, and Status

  4. Tap Add

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