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.

1. Getting Started

To create a New to do:

• Under the "Manage" tab on the ribbon, click New To do.

2. Enter Details

• 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.
• Set Recurrence: If the task is to reoccur, you can define recurrence settings.
  
  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.