Training Tuesday – Tracking your Day to Day with Activities
This video was originally published in November 2021 and shows the legacy user interface. Since then, updates and improvements may have been made, so certain features, layouts, or options may look different now.
Top Echelon offers plenty of features for storing and searching through your database, but what do you do with the data once you’ve found it?
Join us for this webinar in our Training Tuesday series, where we address perfecting your “paper trail” by properly managing and recording your day with Activities.
Among the topics we will cover include the following:
- Properly utilizing both Open and Completed Activities
- Using the Planner and Daily Agenda to organize your day
- Adjusting your Notifications to full effect
- The new Recurring Activity option
- And much more!
2021-11-02 Tracking Your Day-to-Day Activity in Top Echelon from Top Echelon on Vimeo.