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HOW TO: Add a To-do from Text Hub

  • Navigate to your ‘Messaging Center’ from the Main Menu icon in the top left corner
  • On the left hand side, Text Hub will be selected by default
  • Within the , click the three action dots on the text message.
  • Click, Add Task
  • Add a title, due date, edit any of the info in the description, and assign the task to an associate
  • Click, Create Task

  • To see all tasks or appointments associated to a specific bridal customer from the Text Hub conversation, click the clipboard icon in the top right corner within the conversation.