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To-do settings

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To-do settings

Last Updated: October 31, 2024

Email summary: You can receive a summary email of all unfinished to-dos (with status “Not started” and “In progress”) of your company. You can turn it on or off. Summary frequency: Choose how often you want to receive the summary email: Daily, Weekly or Monthly. If you choose Daily, you will receive the email summary every day. If you choose Weekly, you can specify the days when you should receive it. If you choose Monthly, you can select either the First day of the month or the Last day of the month.  Email notifications for new to-dos: Turn this on if you wish to receive an email notification each time a to-do is assigned to you. To-do categories: There are four default To-do categories that cannot be modified or deleted: Expiring contracts, Missing contracts, Renegotiate contracts and Review contracts. When you are done, click Save. To create a new To-do category, click +  To delete a To-do category click the Delete button.