To Do List

This procedure will allow for a list of To Do items to be created and maintained in the system.

The main window displays a list of To Do items with a check mark in the Done column for items that have been completed. The dropdown list boxes at the top of the window are for filtering the contents of the main list box.

Click Insert or Change and the following window is displayed:

Enter the details of the To Do item in this window.

Type (drop-down list)

Select the type of action item here.

Priority (drop-down list)

Select the priority of the action item here.

With (check box)

If there is an entity (employee, customer, vendor, contact or equipment) that needs to be involved in the action item, check this box.

With Type (drop-down list)

Select the type of entity here.

With Entity Lookup (button)

This button will open a list of employees, customers, vendors, contacts or equipment (depending on which entity type was selected). Select from the list.

Date

Indicate the date or due date of the action item.

Time (check box)

If a specific time is needed, check this box.

Time

Indicate the time of the action item in these fields.

Details

Type a detailed description of the action item here.

Status (drop-down list)

Indicate whether this action item is active, inactive or done.