How-To:To-Do: Difference between revisions

Revision as of 12:07, 5 September 2024

To-Do's are simple tasks that are not linked with an activity. They provide a convenient and simplified way to create a task reminder without further sophistication.

1. Getting Started

To create a new to do:

Under the "Manage" tab on the ribbon, click New To do.

2. Enter Details

Description: Provide a description of the task
Start and Due Times: The task will appear on and from the start date. The task will display in red if it has not been completed by the due date.

Matter: The task can be associated with a matter if desired.
Delegation: This indicates who the task is delegated to. It will appear on that member (or group's) task list.
Checklist item: The task can be linked to a check-list item on a matter.
Priority flags: These can be selected for prioritisation. Mark as high or low priority (if desired)
Add Notes: Include any additional remarks or comments.
Set Recurrence: If the task is to reoccur, you can define recurrence settings.
Save: The task will appear on the task list of the member to whom it is delegated. If the task is associated with a matter, it will also appear on the task list of that matter.

@@ Line 1: / Line 1: @@
 To-Do's are simple tasks that are not linked with an activity. They provide a convenient and simplified way to create a task reminder without further sophistication.
-# Open the app and go to the “'''Manage'''” section and click the “'''New To-Do'''”.[[File:Step 1 -Create a New To Do.png|none|thumb|300x300px]]
-# '''Enter Description''': Provide a description of the task.[[File:Step 2 - Create a New To Do.png|none|thumb|500x500px]]
+== 1. Getting Started ==
-# '''Start and Due Times''': Set these if desired.[[File:Step 3 - Create a New To Do.png|none|thumb|500x500px]][[File:Step 4- Create a New To Do.png|none|thumb|500x500px]]
+To create a new to do:
-# '''Associate with a Matter''': The task can be associated with a matter if desired.
-# '''Add a checklist item:''' The task can be linked to a check-list item on a matter.
+* Under the "''Manage''" tab on the ribbon, click ''New To do.''
-# '''Delegate''' the task to a member.[[File:Step 5 - Create a New To Do.png|none|thumb|500x500px]]
-# '''Set Priority''': Mark as high or low priority (if desired)
+[[File:Step 1 -Create a New To Do.png|none|thumb|300x300px]]
-# '''Add Notes''': Include any additional remarks or comments.
-# '''Set Recurrence''': If the task is to reoccur, you can define recurrence settings.
+== 2. Enter Details ==
-# '''Save''': The task will appear on the task list of the member to whom it is delegated. If the task is associated with a matter, it will also appear on the task list of that matter.
+* '''Description''': Provide a description of the task
+* '''Start and Due Times''': The task will appear on and from the start date. The task will display in red if it has not been completed by the due date.
+* '''Matter:''' The task can be associated with a matter if desired.
+* '''Delegation:''' This indicates who the task is delegated to. It will appear on that member (or group's) task list.
+* '''Checklist item:''' The task can be linked to a check-list item on a matter.
+* '''Priority flags:''' These can be selected for prioritisation. Mark as high or low priority (if desired)
+* '''Add Notes''': Include any additional remarks or comments.
+* '''Set Recurrence''': If the task is to reoccur, you can define recurrence settings.
+* '''Save''': The task will appear on the task list of the member to whom it is delegated. If the task is associated with a matter, it will also appear on the task list of that matter.[[File:Step 2 - Create a New To Do.png|none|thumb|500x500px]][[File:Step 5 - Create a New To Do.png|none|thumb|500x500px]]
 [[Category:How-To]]