Setting Up Goals, To Dos, and Due Dates on Practice

The following video tutorial will cover how to use the following Practice features:

- Private to dos and goals for yourself as the coach / solopreneur / business owner

- Due dates with notifications on private to dos and goals you assign yourself 

- Shared to-dos and goals for your clients that you can both collaborate on

- Due dates for shared to-dos and goals that can be setup to notify your clients or even yourself when a to do or goal is due

- meaningful collaboration for you and your clients

Video guide

Picture Guide

To dos & goals dashboard

Private To Dos, Goals, and Due dates

To dos & Goals organized by client - only showing clients with existing to dos & goals

Assign a to do or goal to a client or coach / business owner

Set due dates for yourself as the coach / business owner or for the client

To dos and goals on the client record - these are shared

To dos and goals in the private chat portal you have with each client respectively - these are shared