To-Do’s Overview

To-Do’s Overview


Introduction:
The To-Do List is a simple tool to keep track of tasks and follow-ups. It helps you organize and manage tasks efficiently, ensuring nothing is overlooked.


Accessing the To-Do List

  • From the Main Menu, navigate to To-Do List.
  • Here you can see all the tasks assigned to you or your team.


Adding a New To-Do

  • To add a new task, click the + button.
  • A dialog box will appear where you can enter the following details:
    • Task Name
    • Status
    • Priority
    • Due Date
    • Assignee
    • Tags (optional)
    • Description (optional)


Saving the To-Do

  • After entering the task details, click Save.
  • The new to-do will now appear in the list, and you can monitor its progress.

    • Related Articles

    • Zylu Quick Start Guide in Under 4 Minutes

      <br>Introduction Welcome to Zylu! This quick and easy guide will walk you through the essential steps to set up and start using Zylu to run your salon efficiently. We’ve designed this to make sure you’re set up in no time so that you ...

    • Bookings

      How to manage appointments and Bookings <br> Introduction Welcome to the Booking Module! This section will guide you through managing your salon’s appointments. Let’s dive into the ...

    • Invoice Reading & Sharing

      <br> Introduction: This module covers the important aspects of invoice reading, capturing customer emotions, and sharing invoices through WhatsApp, along with collecting customer reviews. Capturing Customer Emotion After completing the ...

    • Understanding SMS, and ZAP AI Credits in Zylu

      This section helps you understand how to buy and manage credits in the Zylu platform, including SMS credits, and ZAP AI credits. How to buy ZAP AI credits: ZAP AI is a prompt-based AI tool integrated into Zylu that helps create WhatsApp templates. ...

    • Editing Completed Bookings: How to Modify Timings and Payments methods

      This section helps you edit a completed booking in Zylu by updating service timings and modifying payment details. It allows you to correct any errors and maintain accurate booking records. 1. Edit completed booking timings and staff Go to Bookings, ...

    • Popular Articles

    • Getting Started with Bookings & Sales on Zylu: A Step-by-Step Guide

      How to Get Started with Bookings & Walk-Ins in Zylu . This guide will walk you through managing bookings, walk-ins, adding new customers, selling services and products, and sending invoices through Zylu. By following these steps, you’ll streamline ...

    • How to send a WhatsApp Campaign for Holiday Discount

      Step-by-Step Guide to Engaging Customers with Festive Offers WhatsApp Campaign In this tutorial, we'll walk you through the process of creating and sending a WhatsApp campaign to promote your holiday discounts. <br> Steps: Log into your Zylu ...

    • Complete Business Verification

      Verifying Your WhatsApp Business Account To fully utilize the features of your WhatsApp Business account, it's essential to complete the business verification process. Follow these simple steps to get started: Initiate Business Verification: If you ...

    • Advanced Training on Zylu Software – Everything You Need to Know

      Welcome to the official Advanced Zylu Software Training! This session is designed to help you unlock the full potential of the Zylu platform — from store setup to automations and reporting. ? Watch the Full Training Video ? Watch Now: ...

    • WhatsApp Business API: Common Reasons for Account Ban or Restriction

      If your WhatsApp Business API account has been banned or restricted, it’s usually due to policy violations or poor user experience signals. To help you stay compliant and maintain healthy communication with your customers, here are the most common ...