TODO Lists are useful for setting TODO items as reminders for tasks that you need to complete, or for setting tasks for other users

Overview

TODO Lists are useful for setting TODO items as reminders for tasks that you need to complete, or for setting tasks for other users

TODO Lists management

To open the TODO List management screen:

  1. Navigate to Tasks Todo

Creating Todo items

There are multiple ways for Todo items to be created and added to your Todo lists

Manually add via Todo screen

Simply complete the fields in the bottom section of the screen and click ‘Add Todo’ to create a new Todo item.

You may choose to assign the Todo item to yourself or to another Operator.

Add via appointment correspondence screen

You can also add Todo items when adding correspondence to an appointment. Just tick the ‘Create TODO’ checkbox and a todo item will be created

Add via appointment audit

You can also add Todo items when adding correspondence during an audit. Just tick the ‘Create TODO’ checkbox and a todo item will be created

Edit a Todo item

Simply select the Todo item by left-clicking it in the list, then modify the required fields in the bottom section, and click ‘Update todo’

Delete a Todo item

Simply select the Todo item by left-clicking it in the list, then click the ‘Delete’ button