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Jobflow Manager - How do I show the Jobflow To Do List in Practice Manager?

Updated over 3 weeks ago

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

  1. Open Practice Manager Contact then click on the Jobflow Manager icon.

  2. Click Options from the bottom menu.

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

  4. Close Jobflow Manager.

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

  6. A section To Do: Jobflow Mgr will display.

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