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JobFlow Manager - Display the To Do List in the planner in JobFlow Manager

Updated over a month ago

The Practice Manager Contact daily planner can display your available To Do Lists, including your jobs from JobFlow Manager.

  1. Log in to Practice Manager Contact.

  2. Click on the JobFlow Manager icon.

  3. Click Options from the bottom menu.

  4. Under Tasks, tick Show my tasks in Practice Manager To Do List, then click OK.

  5. Close JobFlow Manager.

  6. In Practice Manager Contact, go to View, Daily Planner (F6).

  7. A section To Do: JobFlow Mgr will now display.

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