You can create To-Do Lists inside the To-Do's tool to categorize your To-Do's into groups. We provide you with three default To-Do Lists to start out with (Client Tasks, Staff Tasks, Vendor Tasks), but you can remove these, modify them and/or add your own lists based on how you want to manage your To-Do's.
To Add a New To-Do List:
- Click on the "To-Do's" tool button on the Event/Lead Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event/Lead and the "To-Do's" tool.
- Find the "To-Do Lists" box and click on the "Add" button.
- Type in the name of the list and click "Save".
Once you have created a To-Do List, there are three ways you can add To-Do's to it:
- When adding a new To-Do.
- When editing a To-Do.
- By using the checkboxes next to the To-Do's (this lets you add multiple To-Do's to a list at one time).
You can also create To-Do List Templates for those lists that you use over and over again.
Video Tip - Go to the 2:09 mark of the video to view information on adding a To-Do list.