admin console

Checklist

Gaia website Finance Checklist Dashboard

Clients

List clients Create / edit clients

Reports

List reports Create / edit reports

Quotes

List quotes Create / edit quotes

Jobs

List jobs Create / edit jobs

Switch to staging

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Checklist

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Create task

Filter

Column

Toggle all

Value

Display columns

Toggle all

Column

Actions

Done

Snoozed

Client

Priority

Plan

Status

Since

Action needed

Notes

Id

text

text

text

text

text

text

text

text

text

text

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1

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15

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For client(s)

Priority

Note

Reminder date