The To Do List is a widget that should become a primary entry and access point for all users.
It is available at the Dashboard area for each user and will display all required actions, opportunities, work flows and appointments that require some action.
If you can’t see it in your dashboard, then add it by following the instructions here or see How to add widgets to your Dashboard.
The To Do List view
- To Do List view - select tabs to display Today, 7 Days, 14 Days or 90 Days.
- The display will show all relevant entered information including the notes, client account and type of activity required.
- Dashboard Widget tools see Widget Formatting.
- Once you mark an appointment as completed, or tick the box to the left of the time due, it will come off your To Do List as no longer required.
- View Calendar - quick link to the Calendar view.
- Easily move through your required tasks by clicking on the edit pencil icon to view and change (date or details).
- Go to the action by selecting the displayed icon (Opportunity, Contact Log or Work Area)
- Scroll over the description to see any details or notes displayed in a pop up window.
Refer to How to add widgets to your Dashboard or see below:
- Click {Dashboard} in the Main Menu - opens the Dashboard view which also opens the Dashboard options panel on the right hand side.
- Select CRM > To Do List tick box.
- The To Do List panel in the Work area. Arrange layout as detailed in How to change the Dashboard layout.
- Open/Close the Dashboard options panel by clicking the blue/grey arrow icon.
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