Skip to content

Add to My Week

LiveFor: All staff

Plan an item for this week straight from Triage.

  1. Open the item.

  2. In the information tray, under My week, open Add to My Week.

  3. Choose This Week, Next Week, Later or To Plan.

    The My Week menu open in the information tray with This Week, Next Week, Later and To Plan.
    Plan the item into your week.

It now shows on your My Week in that column. Choose Remove from My Week in the same menu to take it off.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

Last updated: