To Do Integration in Dash SaaS
Introduction
Dash SaaS’s To Do module revolutionizes task management, offering a seamless platform to create, assign, and track tasks effortlessly. With customizable stages, monitor progress effectively from ideation to completion, ensuring your workflow remains streamlined and efficient. Effortless task monitoring and analysis tools provide detailed insights into completion rates, team performance, and bottlenecks, enabling you to optimize your workflow for maximum productivity. The calendar view feature enhances planning by visualizing tasks alongside meetings and deadlines, allowing for efficient time management. Personalized ToDo lists keep you organized and focused, prioritizing tasks based on importance, due date, or category. With intuitive interfaces and customizable features, Dash SaaS’s ToDo module ensures efficiency is always at your fingertips, whether managing individual assignments or team projects.
Workflow
Installation
Step 1 : Super Admin Access
- Make sure your super admin has access to your system before you do anything else.
- Go to the “add-on manager” area of the super admin dashboard.
- Click the “+” (Module Setup) button to start the setup procedure.
- You will be asked to upload the ZIP file for the “ToDo Add-On.”
- Remember to enable the module after the setup is complete so other people can buy it.
Step 2 : Company Settings Steps
- Once the super admin enables the ToDo Add-On, company admins can purchase it and gain access.
- Start by heading to the “subscription plan” page and select the relevant “usage plan.”
- After that purchase the ToDo add-on.
Step 3 : How to use the To-Do Integration in Dash SaaS?
- Once you purchase the To-Do Add-On, find it out in the sidebar.
- Over there you will get to see your To-Do list in four categories : “All”, “Pending”, “Upcoming”, and “Completed”.
- At the top of that page, there are four buttons given. With the help of the first button, you can set your to-do list and customize it with your preferred color, the second button is for boards with the help of which you can view your to-do list in the form of boards, the third button is for calendar where you can view your tasks in calendar, and with the help of last the last button you can create new to-do lists whenever you want.
So, this is how you can have access to the To-Do Module in Dash SaaS.
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