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Stay on Track with eimmigration’s Tickler: Reminders & Process Steps

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Hosted by Vanessa Vargas
Nov 13, 2026
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09:00 AM PT

Stay organized and keep important tasks from falling through the cracks! Discover how eimmigration's Tickler Dashboard, Reminders, and Process Steps work together to help you manage daily responsibilities and stay on top of your cases. In this hands-on session, we'll show you how to create reminders, manage process steps, and use the Tickler Dashboard to monitor important deadlines, expiration dates, and overdue invoices—all in one convenient location.

In this one-hour live training session, you'll learn how to:

  • Create and manage reminders for clients and cases.
  • Use Process Steps to organize and track case activities.
  • Navigate the Tickler Dashboard to view pending reminders and process steps.
  • Monitor important expiration dates and upcoming deadlines.
  • Identify overdue invoices and stay on top of outstanding payments.

On Demand Webinars