To Do Tab
Note: The tab pages to display, and the order in which they appear, are controlled via Preferences.
A To Do entry is simply a reminder of something the group needs "to do." The To Do tab displays all entries for the group.
Note: If you want to be notified of open To Do items when MemberTies starts, the Login Preference to display open To Do's on startup must be turned on
Adding a To Do Item
|1||On the To Do tab, click Add.|
|2||When the New To Do window opens, complete the following fields:|
Description - A brief description of the required action
Due Date - The date the To Do is to be completed
Prompt - The number of days ahead of the Due Date you want to be reminded of the Item.
Complete - Select this option if this item has already been completed (perhaps you're entering it for historical purposes).
Changing or Completing a To Do Item
|1||On the To Do tab, select the entry you want to change.|
|2||Click Open. This will open the To Do window for the selected record.|
|•||To complete the item, mark the Complete checkbox|
|•||To reopen the item, clear the Complete checkbox|
|3||Make your changes, then click OK.|
Deleting a To Do Item
|1||On the To Do tab, select the entry or entries you want to delete.|
|3||Confirm the deletion.|