How to Create To-Do Items
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.
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.
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.
