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GET ZINNECTED

Leverage the power of contact centric to-dos to
connect, collaborate and complete to-dos




MEETING SOMEONE NEW AT AN EVENT

Imagine you meet James at a bustling event. He's a renowned thought leader in
your industry. Amidst the flurry of conversation, James suggests catching up in
six weeks. But with busy schedules, it's easy to let such opportunities slip
away. That's where Zinnect comes in.

Create a Contact
Create James as a contact in your app.


Create To-do
Select James and create a To-do called Follow up with James and set the date to
be 6 weeks later.


Set effective date
Since you want this To-do to become eligible for you to do after 6 weeks, you
can start the effective date to be 5 weeks from now.


Upcoming To-do
You are set. The To-do will be in your upcoming list and will start showing up
in your regular To-dos in 5 weeks.




GET SOMETHING DONE FOR YOUR BOSS

Your boss, Sarah, is asking you to follow up on a lead she met at a conference
called Robin, and asks you to give a status update in three weeks. Zinnect is a
great way to stay on top of such situations.

Choose contact
Your boss Sarah should be in your contact list already.


Create To-do
Select Sarah and create a To-do called Update status on Robin and set the target
date to be 3 weeks later.


Set effective date
Since you want this To-do to become eligible for you to do after 3 weeks, you
can set the effective date to be 2 weeks from now.


Upcoming To-do
You are set. The To-do will be in your upcoming list and will start showing up
in your regular To-dos in 2 weeks.




ORGANIZE A WORK OR SOCIAL EVENT

In about three weeks you and a couple of your colleagues, Sid and Janet, have to
work on a small event that your team is organizing at your company.

Create group
Create a Group To-do. In the first step create a group called Office Party and
add Sid and Janet to the group.


Create To-do
Once you are in the Office Party group, create the following 7 To-dos


Group To-do
You can leave these To-dos as assigned to the group or assign them between the
three of you.


To-do list
You are set. The To-dos will be in your list


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