How-To:To-Do

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.

Edit

Getting Started

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

Specify Options

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.