Using To-Do Lists

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:

  1. 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.
  2. Find the "To-Do Lists" box and click on the "Add" button.
  3. 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.

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