How-To:To-Do: Difference between revisions

Revision as of 07:53, 1 October 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

Navigate to the ribbon group, proceed to Manage and click on New To-Do.

2. Enter Details

The below guide will explain the key steps in creating to-do in the contacts law subscription:

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.

3. Final Steps

The below guide will explain the final steps in creating the to-do in the system.

Set Recurrence: If the task is to reoccur, you can define recurrence settings
Review the details of the task you created and click Save & Close.

@@ Line 3: / Line 3: @@
 == 1. Getting Started ==
-To create a N''ew to do'':
-* Under the "''Manage''" tab on the ribbon, click ''New To do.''
+* Navigate to the ribbon group, proceed to ''Manage'' and click on ''New To-Do''.
 [[File:Step 1 -Create a New To Do.png|none|thumb|300x300px]]
 == 2. Enter Details ==
+The below guide will explain the key steps in creating to-do in the contacts law subscription:
-* '''Description''': Provide a description of the task
+* '''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.
+* '''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.
-* '''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.
-* '''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.
+* '''Add Notes:''' Include any additional remarks or comments.
-* '''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]]
+[[File:Step 2 - Create a New To Do.png|none|thumb|500x500px]]
+== 3. Final Steps ==
+The below guide will explain the final steps in creating the to-do in the system.
+* '''Set Recurrence:''' If the task is to reoccur, you can define recurrence settings
+* Review the details of the task you created and click ''Save & Close.''
+[[File:Step 5 - Create a New To Do.png|none|thumb|500x500px]]
 [[Category:How-To]]