Mastering the "To Do" Section on Trade Shield

Created by Amy Price, Modified on Thu, 6 Mar at 11:08 AM by Amy Price

We are excited to invite you to an informative webinar on effectively using the "To Do" section on the Trade Shield platform. This session will help you understand how to manage alerts and tasks efficiently to ensure smooth operations.

Webinar Details:

  • Date: 27th of Feb
  • Time: 10 am
  • Presenter: Amy Price and Martin Petzer

Topics to be Covered:

  1. Introduction to the "To Do" Section: Overview of the "To Do" section and its importance in managing tasks and alerts.
  2. Navigating the Interface: Step-by-step guide on how to navigate the "To Do" section on the Trade Shield platform.
  3. Managing Alerts: How to handle and prioritize alerts to ensure timely action.
  4. Task Management: Tips on creating, assigning, and tracking tasks within the platform.
  5. Best Practices: Best practices for using the "To Do" section to enhance productivity and efficiency.
  6. Q&A Session: An opportunity to ask questions and get expert advice.

Daily Insights Emails:

Learn how to make the most of our system-generated daily insights emails, which provide you with actionable items and updates directly from the "To Do" section.


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