To Do List Page

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To Do List Page

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To-Do lists enable you to track anything you need "to do" related to a member.

This page provides a standard dual view of data, showing the list of existing records on the top, and the details below. See Editing Records for more information.

To create a new record, click Add; or, select an existing record and click Edit, Copy, or Delete.


 

The following fields are available:

Description - the thing "to do"

Complete - indicates the item has been completed.  Turning this on will automatically set the Completed Date to the current date.

Due Date - the date the item will appear on the To Do list that displays at log in (assuming the Prompt days is left as zero)

Prompt N days before the Due Date - causes the item to appear on the To Do list that displays at log in the specified number of days before the Due Date

Created Date/By - the date and user name of the user who first added the To Do item

Completed Date/By - the date and user name of the user who completed the To Do item. Note that the date can be modified if necessary (for example, if you forget to go in and mark an item completed for a couple days after the actual due date)