Follow the below mentioned steps to setup To-Do list in WHMCS.

Step::1 Log into your WHMCS.

Step::2 From the menu at the top, navigate to Find, Utilities and click on To-Do List option.

Step::3 From the WHMCS To-Do List page, select the Add Item tab.

Step::4 From the new form made visible, fill out the information as it should pertain to the new task you are looking to create.

Step::5 When you have finished filling out the information, you can proceed by clicking on the Add To-Do Item button.

That's It !
Check out the video tutorial to learn the procedure in detail. You may read the blog as well.
Was this answer helpful? 0 Users Found This Useful (0 Votes)