How-To:To-Do: Difference between revisions
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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. | 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. | ||
= Getting Started = | == Getting Started == | ||
* Navigate to the ribbon group, proceed to ''Manage'' and click on ''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]] | [[File:Step 1 -Create a New To Do.png|none|thumb|300x300px]] | ||
= Specify Options = | == Specify Options == | ||
The below guide will explain the key steps in creating to-do in the contacts law subscription: | The below guide will explain the key steps in creating to-do in the contacts law subscription: | ||
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[[Category:How-To]] | [[Category:How-To]] | ||
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Revision as of 07:45, 2 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.
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.
