Edition: Professional, Business, Enterprise
User-level: All users
Previous steps: Notes overview
A very useful feature of Notes is the ability to add a to-do (or multiple!), you can set a To-do with a due date so that you're reminded, or just simply add a list of things you need to keep track of around your specific note, you also get the satisfaction of ticking things off as you go!
To add a To-do to a note, first go to your Notes by either:
Organisation drop down > My notes.
Synergy Dasboard widget > Notes.
Adding a To-do:
Open your note (by clicking on the subject), and click on the "To-do" tab.
Click the "Add" button.
Fill in all of the information about your to-do:
Subject - a required field, this is a brief description to help you identify your to-do.
Description - help future-you remember what this to-do is by adding any information that relates to this task.
Start date - add one if it's a future date, if left blank it will fill in today's date.
Due date - when you'd like to complete this by.
Status - what stage is this to-do up to?
Assigned to - you can assign this to yourself, or to someone else in your organisation. This to-do will appear on the assignee's to-do list.
Notify - this is optional, add other staff you'd like to notify about this to-do.
Tags - if this relates to something you're already using a tag for, you can use that tag here, or simply add your own (or leave it blank).
Click create, and your new to-do will be added to your Note's to-do list.
Add any other to-do's to your list, and then click Save and close once you're finished.
Now the To-do has been added, it will appear in the Dashboard widget's "To-do" list, as well as in the main Organisation drop down > To-do, of the person who the To-do was assigned to.
Tips!
You can click on any of the to-do's in the list to modify them, you can also add a comment to keep a running record of actions taken in this to-do.
When you have completed a To-do, just tick the box to the lefty of it, and it'll mark the To-do as done.
To-do's can not be deleted.
Where to next?
What other features does this relate to?