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Email Integration

Adding Your Inbox

Employee Card Support

Assigning Team Members and Clients

Employee Portal Support

Completing Tasks on the Employee Portal Employee In Mail System Employee Initial Log In Employee Schedules & Availability How to Complete Forms

Parent Portal Support

Completing Forms Parent Scheduling Uploading Documents Initial Log In

Tasks and Projects

Translation Features

Form Translations In Mail Translations

User Access

Adding Admin Users Parent Portal Access Employee Portal Access

Quick Start

Setting Up Company

Business Settings

Email Templates Configuring Settings

Automations

Insurance Card Expiration Alert Forwarding Automations Intake Board

Form Builder

Add Forms to Your Website Adding Language Translation to Forms Create a form Review Form Question Types Send a Form

Scheduling Sandbox

Scheduling Musts!

Scheduling Algorithm

Workflow Boards

How to Move and Copy Client/Employee Cards on Boards How to Use Checklists Creating Board Automations

Map

How to Utilize Maps

Communication Platform

In Mail Mass Messaging Set Up Texting
  • Employee Portal Support
  • Completing Tasks on the Employee Portal
Completing Tasks on the Employee Portal

How to Complete Tasks on the Employee Portal

This article will guide you through how to view and complete tasks that have been assigned to you, ensuring you stay on track and up to date with your responsibilities.

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