How-To:To-Do: Difference between revisions
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* '''Priority flags:''' These can be selected for prioritisation. Mark as high or low priority (if desired) | * '''Priority flags:''' These can be selected for prioritisation. Mark as high or low priority (if desired) | ||
* '''Add Notes''': Include any additional remarks or comments. | * '''Add Notes''': Include any additional remarks or comments. | ||
* '''Set Recurrence''': If the task is to reoccur, you can define recurrence settings. | * '''Set Recurrence''': If the task is to reoccur, you can define recurrence settings.[[File:Step 2 - Create a New To Do.png|none|thumb|500x500px]]'''Save the task''': 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 5 - Create a New To Do.png|none|thumb|500x500px]] | ||
[[Category:How-To]] | [[Category:How-To]] | ||
Revision as of 08:51, 18 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: 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.
