Using the Calendar and To Do List in WebCOBRA
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Topics: features, video, webcobra
WebCOBRA.com is loaded with small features that can make a BIG difference in your everyday COBRA Administration life, and two of those features are the Calendar and the To Do List.
Calendar
The Calendar feature in the WebCOBRA.com system allows you to enter any task or completion timeline into the system and have it link to the exact QB, Client/Employer, or Carrier/Sponsor for each task; then, you can set a reminder and enter details that will automatically pop-up when it's time to complete the items you entered.
Watch the quick tutorial video below to see how to set-up this easy-to-use feature.
To Do List
This features allows you to, essentially, create a To Do List in your WebCOBRA.com system. For example, say, at the end of the day, you know of several tasks that need to be completed within the WebCOBRA.com system. Instead of writing those tasks on a piece of paper or simply trying to remember them, you can simply write them in the To Do List, and these items will be saved until you personally delete them.
To find out how to utilize the To Do List feature, watch the short video tutorial below.
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