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Home arrow Optimal
Tasks & Notes
The OPTIMAL Tasks and Notes screen

Click here to test drive the task demo....

The Tasks and Notes screen lets you set dated alerts to remind you of appointments, payments, meetings, and anything else you want advance notice of.

Multiple reminders can be scheduled for the same day, and a configurable Priority level helps you see which ones are the 'hottest' or most urgent.

The Mini-Calendar lets you jump to a specific date quickly so you can easily plan ahead, and the Search function lets you locate reminders for any day or date.





Sample Home page display with reminders When the reminders appear in the Home page as shown here, the red, yellow, or green Priority icon tells you at a glance which ones need attention.

Clicking on the link in the Home page display takes you directly to the details for the reminder.

 

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