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How do I customize the Automated Relationships Systems?

FAQ
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Julia Yancey
Updated 1 month ago
When you are logged into TAO, click My Account in the left navigation. Then click on the tab that says Systems.


Click on one of the Automated Relationship Systems and it will open up all the steps of that system.
Next to each step is a Pencil icon. Here is where you can edit the number of days that the Reminder repeats in or choose to remove the Reminder from your task list. 


You can Restore removed tasks at any time at the bottom of the List overview. 
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