To Do Tab
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To Do Tab |
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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 Startup 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).
| 3 | Click OK. |
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. |
| 2 | Click Delete. |
| 3 | Confirm the deletion. |