Watch it once, then do it. Short walk-throughs that show you exactly where to click. Start at the top and work down, or open the section you need and skip the rest.
7 videos in 1 section
Keep track of what needs doing, and make sure nothing slips.
7 videosEvery note, call, meeting and follow-up for a record in one place - a list per Database Type, and shortcut buttons to what is outstanding.
0:44 2The whole month on one screen - tinted days have outstanding work, and clicking one drops you straight into that day's list.
0:40 3The filters that turn four task lists into a searchable history - including the setting that makes searches come back empty.
0:38 4Do not write the note - dictate it, then let the AI hand it back written properly.
1:03 5Repeat a Task annually, monthly, weekly or daily - it posts the next one by itself, and skips what was missed rather than piling up.
0:53 6Leave the Complete Date empty and a Task becomes a reminder - then close it from the list with one click when the job is done.
1:22 7Your own list, attached to nobody - name it, say what needs doing, and let the AI turn it into a tidy list with the to-dos pulled out.
0:55The written guides cover the same ground, plus the Canadian admin around it.
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