How-To:To-Do: Difference between revisions

Latest revision as of 11:43, 12 March 2025

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

1. Getting Started

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

New To-Do command.

2. Specify Options

The below guide will explain the key steps in creating to-do item:

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's task list. You can also specify a role.
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.

To-do item properties.

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.

To-do item properties (details added).

@@ Line 1: / Line 1: @@
+{{DISPLAYTITLE:How to Create To-Do Items}}
-== How to create a new “To-Do” ==
+To-do items are simple tasks that are not linked with an [[activity]]. They provide a convenient and simplified way to create a reminder without further sophistication.
+== 1. Getting Started ==
+* 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|''New To-Do'' command.]]
+== 2. Specify Options ==
+The below guide will explain the key steps in creating to-do item:
+* '''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]]'s task list. You can also specify a [[Security:Role|role]].
+* '''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.
+[[File:Step 2 - Create a New To Do.png|none|thumb|500x500px|To-do item properties.]]
+== 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|To-do item properties (details added).]]
-# 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]]
-# '''Start and Due Times''': Set these times for prioritisation.[[File:Step 3 - Create a New To Do.png|none|thumb|500x500px]][[File:Step 4- Create a New To Do.png|none|thumb|500x500px]]
-# '''Associate with a Matter''': Choose from recent matters if needed.
-# '''Add a checklist item.'''
-# '''Delegate''' the task to an individual[[File:Step 5 - Create a New To Do.png|none|thumb|500x500px]]
-# '''Set Priority''': Mark as high or low priority.
-# '''Add Notes''': Include any additional remarks.
-# '''Set Recurrence''': Define recurrence settings, adjusting for business hours.
-# '''Save''': The task will appear on your task list.
 [[Category:How-To]]
+__FORCETOC__