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Adding Action Items
From Dashboard
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Tap on the plus ‘+’ icon at the bottom of the screen
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Tap Action Items
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Select the contact you’d like to add the action item to
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Enter an Action Item Name, Note, due Date and Time, and Status
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Tap Add
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From a Contact
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Tap on the ‘Work’ tab
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Tap on the plus ‘+’ icon in the Action Items section
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Enter an Action Item Name, Note, due Date and Time, and Status
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Tap Add
Suggested Next Tutorials:​
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