How do I add a ToDo item?

 

  1. From the Referrals List, click the ToDo link on the left-hand side of the page.
  2. Select your Activity from the droplist (eg. call, fax, email).
  3. Enter the due date; either using the pop-up calendar or enter it manually using the following format:  MM/DD/YYYY.
  4. WHO will be yourself, unless you are entering the information for another user.
  5. The Description should be a brief description of what needs to be done.
  6. Select whether the item should be repeated using the Is Repeating? field.  (Typically for ToDo Items where the Activity is not AutoPilot set Is Repeating? to FALSE.)
  7. There must be a number in How Many Days Field, so even if the item is not repeating, leave the number 1 in this field.
  8. Response Required should be marked as FALSE.
  9. Click Add New Record.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: