Quick List Guide

This guide will help you navigate through the features and functionalities of the Quick List in BizVue.

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Getting Started with BizVue

1. Log In:

Once you log in, you will be directed to the BizVue home page. The home page displays a dashboard that gives you an overview of the app’s core features. The navigation menu is located on the left side of the screen.

2. Access the Quick List:

Click on the Quick List icon located at the bottom right of the navigation menu.

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Using the Quick List

To fully utilize the Quick List, complete the following steps:

1. Add a Task:

On the Quick List page, click on + New List Item.

2. Select Due Date and Add Task Description:

• Select a Due Date by clicking on the Date Field and choosing a date on the calendar.
• Add a description of the task in the Task Description field.
  
  

3. Mark Tasks as Completed:

When a task is finished, click in the box next to the task to mark it complete. A strikethrough line will appear to signify its completion.

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Editing Tasks

To make any changes to a task, you can edit, clone, or delete entries using the three-dot icon next to each task.

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