How-To:To-Do: Difference between revisions

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== How to create a new “To-Do” ==
== How to create a new “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.
# 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]]
# 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]]
# '''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]]
# '''Start and Due Times''': Set these if desired.[[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.  
# '''Associate with a Matter''': The task can be associated with a matter if desired.
# '''Add a checklist item.'''
# '''Add a checklist item:''' The task can be linked to a check-list item on a matter.
# '''Delegate''' the task to an individual[[File:Step 5 - Create a New To Do.png|none|thumb|500x500px]]
# '''Delegate''' the task to a member.[[File:Step 5 - Create a New To Do.png|none|thumb|500x500px]]
# '''Set Priority''': Mark as high or low priority.
# '''Set Priority''': Mark as high or low priority (if desired)
# '''Add Notes''': Include any additional remarks.
# '''Add Notes''': Include any additional remarks or comments.  
# '''Set Recurrence''': Define recurrence settings, adjusting for business hours.
# '''Set Recurrence''': If the task is to reoccur, you can define recurrence settings.
# '''Save''': The task will appear on your task list.
# '''Save''': 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.
[[Category:How-To]]
[[Category:How-To]]

Revision as of 11:04, 13 July 2024

How to create a new “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.

  1. Open the app and go to the “Manage” section and click the “New To-Do”.
    Step 1 -Create a New To Do.png
  2. Enter Description: Provide a description of the task.
    Step 2 - Create a New To Do.png
  3. Start and Due Times: Set these if desired.
    Step 3 - Create a New To Do.png
    Step 4- Create a New To Do.png
  4. Associate with a Matter: The task can be associated with a matter if desired.
  5. Add a checklist item: The task can be linked to a check-list item on a matter.
  6. Delegate the task to a member.
    Step 5 - Create a New To Do.png
  7. Set Priority: Mark as high or low priority (if desired)
  8. Add Notes: Include any additional remarks or comments.
  9. Set Recurrence: If the task is to reoccur, you can define recurrence settings.
  10. Save: 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.
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