To Do List

The following information provides details on the options available on the To Do List screen:

Column Chooser :

Click to open the Column Chooser to hide or show columns in the grid. Check the column names you want to show in the grid.

Entry type:

This column indicates what module the task is associated with (that is, employee, client, project and vendor).

Description:

The heading/title of the selected task displays in this column.

Start Date:

This is the date when the task is scheduled to start.

End Date:

This is the date when the work on the scheduled task is to be completed.

Priority:

Every task can be set a priority level ranging from Low to High. Select from this drop-down list to set a task's priority level.

Owner ID:

This identifies the person that created the To Do tasks.

Assigned to:

The employee to whom the task has been assigned. The drop-down displays a list of all employees.

Custom 1/2/3:

These custom fields allow you to record additional information about the to-do task. The field label and UI can be changed in the Custom Labels screen.

Edit:

Click to edit the To Do task. This opens the detailed view of the to-do task where you can make changes to it.

Delete:

Clickto delete a record. Web Suite asks for your confirmation before deleting the specific client record.

To Do List Button Panel

View By:

Select from this drop-down list to specify the type of task you want to view or edit.

Help:

Opens the Web Suite Help in the To Do List section.

Options

• Send to Excel:

 Allows you to send or export the selected data to a Microsoft Excel spreadsheet. You can save the file to the desired folder.

• Show Active Only:

 Select the check box to view only active tasks.

Print:

Clicking on this button displays a list of in-context reports that you can preview and print.

New:

Click to create a new To Do task.