Secrets to Getting Time Management Tools to Complete Tasks Quickly and Efficiently
Let's find out the secrets to getting time management tools and using them correctly.
Manage Universal Add in TimeCaptis
Jul 29, 2021
Add any item from the Universal Add page in TimeCaptis. Refer to the detailed instructions in the step by step guide below.
1. Sign in to your TimeCaptis Account
2. Click on the ‘+’ icon from the menu bar.
3. Upon doing so, the ‘Universal Add’ page will appear as shown in Figure 2.
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4. To add Time, click on the ‘Add Time’ link as shown in Figure 3.
5. Upon doing so, the ‘Add Time’ page will appear as shown in Figure 4, the functionality of which is already discussed in the 'Time Report' Section.
6. To add a To-Do Item, click on the ‘Add a To-Do’ link as shown in Figure 5.
Upon doing so, the 'Add To-Do Item' page will appear, the functionality of which is discussed in the 'To-do' Section.
7. To add a Note, click on the ‘Add a Note’ link as shown in Figure 6.
Upon doing so, the 'Add Note' page will appear, the functionality of which is discussed in the 'Notes' Section.
8. To add an Event, click on the ‘Add an Event’ link as shown in Figure 7.
Upon doing so, the 'Add Event' page will appear, the functionality of which is discussed in the 'Calendar' Section.
9. To add an Individual Contact, click on the ‘Add an Individual Contact’ link as shown in Figure 8.
Upon doing so, the 'Add Contact' page will appear with selecting the 'Individual' radio button as the Contact type, the functionality of which is discussed in the 'Contacts' Section.
10. To add a Business Contact, click on the ‘Add a Business Contact’ link as shown in Figure 9.
Upon doing so, the 'Add Contact' page will appear with selecting the 'Business' radio button as the Contact type, the functionality of which is discussed in the 'Contacts' Section.
11. To send a message, click on the ‘Send a Message’ link as shown in Figure 10.
Upon doing so, the 'Add Message' page will appear, the functionality of which is discussed in the 'Message' Section.
12. To add an Invoice, click on the ‘Add an Invoice’ link as shown in Figure 11.
Upon doing so, the 'Add an Invoice' page will appear, the functionality of which is discussed in the 'Team' Section.
13. To add a Team, click on the ‘Add a Team’ link as shown in Figure 12.
Upon doing so, the 'Add Team' page will appear, the functionality of which is discussed in the 'Team' Section.
