Skip to main content

Essentials in Vendora

The Essentials section in Vendora provides helpful tools to manage daily operations efficiently, such as To-Do lists, Reminders, and Documents. These tools simplify task management and streamline your team's workflow.

📋 To-Do List​

Stay on top of your day with a built-in to-do manager. You can create personal or business-related tasks and mark them off as you go.

✅ How to Use:​

  1. Go to Essentials → To-Do List
  2. Click “Add Task”
  3. Enter a title and optional description
  4. Set a due date and priority (low, medium, high)
  5. Save

You can mark tasks as completed or delete them when no longer needed.

⏰ Reminders​

Set automated reminders for important business activities — like following up with a customer, paying a supplier, or renewing a subscription.

🔔 How to Set a Reminder:​

  1. Navigate to Essentials → Reminders
  2. Click “Add Reminder”
  3. Choose the reminder type (e.g. customer, supplier, general)
  4. Add a description and notification time
  5. Save

You’ll receive an alert on your dashboard when the time comes.

📎 Documents​

Upload important business documents and store them securely for later access. This is useful for storing invoices, contracts, IDs, certificates, and more.

📁 To Upload:​

  1. Go to Essentials → Documents
  2. Click “Upload Document”
  3. Fill in document name, description, and upload the file
  4. Assign the document to a user or keep it general

You can later edit, download, or delete the document when needed.

💡 Tips​

  • Use To-Do Lists daily to improve productivity.
  • Set reminders for follow-ups to never miss a task.
  • Store vendor and license documents under Documents for easy retrieval.

By mastering the Essentials module in Vendora, you’ll keep your operations smooth and organized — giving you more time to focus on growing your business.