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.

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