Details: ToDo List

The ToDo tab is used for managing ToDo items for a membership record. ToDo items can be assigned to a membership record, group record, or yourself. This window displays all items assigned to this membership record. Open ToDo items (any item due on or before the current date, or any item you have set up to prompt you on or before the current date) can also appear in the ToDo List displayed when MemberTies starts.

In this screen-shot, a very important ToDo item is being created. The 4 day prompt will cause this ToDo item to popup 4 days ahead of the due date as a reminder.

Note: A similar tab is available on Group records to display ToDo items assigned to a specific Group. Items assigned to yourself are visible via the ToDo menu on the main window.