Working with the To Do List


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The To Do List enables you to view or create To Do items for any record in the database, without having to actually open the record.  Note that if the To Do item is for a Member or Group record (as opposed to for yourself), you can open the associated Member or Group by choosing the option from the right-click menu.

Adding a To Do Item

1Choose Tools > To Do List to open the List. The To Do List window will automatically show all currently open items in the list.
2The fields at the top of the window control not only what appears currently in the list, but what list new items will be added to.  Therefore, if you want to add a new item for yourself, the List Type should be set to "Your To Do List". If you want to add a new item for a member or group, you need to choose the appropriate list type, and then choose a specific record from the dropdown next to the List Type field.

 Choose the appropriate type of list, and specify a member or group record if appropriate.

3Click Add.
4When the New To Do window opens, the following fields are available:

 Description - A brief description of the item

 Due Date - The date the item is to be completed

 Prompt - The number of days ahead of the Due Date you want to be reminded of the item. Note that you will need to turn on the Show To Do's on Startup preference to be reminded.

 Complete - Select this option if this item has already been completed.

 Tip: Once the To Do Item has been completed, you can change the Completed Date and Completed By fields by clicking in them and typing new information.  This actually enables you to set a user name in the Completed By field that isn't in the database.

5When you're finished, click OK.

 Note: The item you added may not be displayed in the currently open To Do list if it doesn't fit the criteria of the List. For example, if the list is not currently set to display future items, a new item due tomorrow or after will not be displayed.

Changing a To Do Item

1Choose Tools > To Do List to open the List. The To Do List window will automatically show all currently open items in the list.
2Set the appropriate options to display the item you want to change.
3Select the item, then click Open.
4Make your changes, then click OK.

Deleting a To Do Item

1Choose Tools > To Do List to open the List. The To Do List window will automatically show all currently open items in the list.
2Set the appropriate options to display the item you want to delete.
3Select the item, then click Delete.
4Confirm the deletion.

Opening the Associated Record

1Right-click the desired To Do item, and choose Open (member/group) from the popup menu.
2The appropriate detail window will open for the member or group record. When you're finished and close that window, you will return to the To Do list.

 

Printing the To Do List