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Using to-do lists

Organise and distribute tasks precisely and easily with checklists for all relevant records, such as events, appointmentsM, activities, rooms or items.

  • Create a to-do list for a record

    A checklist can be created for many types of records, which provides an Summary of completed and pending tasks. This is helpful when working in a team, but also good for keeping track of one's own outstanding tasks.

    1. Open the desired record.
      Bsp.: Veranstaltung, Artikel, Aktivität, TerminM
    2. In the horizontal toolbar of the data record, click on Checkliste To-Do. If a to-do list already exists, the icon is highlighted in yellow and the number of tasks is displayed.
      Important: If the data record is only in nur lesen display mode , the to-do list cannot be edited either. If necessary, first set the data record to edit editing mode.
    3. Um die To-Do-Liste automatisch zu öffnen, sobald der Datensatz geöffnet wird, klicken Sie auf das Aufklappdreieck neben dem Fenstertitel und wählen Sie "Automatisch öffnen", wenn To-Dos vorhanden sind. Die Einstellung ist benutzerspezifisch und gilt pro Tabelle, nicht nur pro Datensatz.
      Example: the setting then applies to all addresses that the "Conference" user opens.
    4. In the upper part of the input window you can see the existing tasks, in the lower part of the list window the details of the currently selected list entry. The list in the upper half of the window cannot be entered.
    5. Für Eingaben oder Änderungen gehe Sie in die untere Fensterhälfte, oder verbreitern mit Klick auf arrowRight ganz rechts in der Werkzeugleiste das Eingabefenster auf zwei Spalten. Die Details der To-Do-Einträge werden dann rechts neben statt unterhalb der Liste angezeigt.
    6. Über neu Neuanlage in der horizontalen Werkzeugleiste fügen Sie einen neuen To-Do-Eintrag ein. Eine neue Aufgabe wird immer unterhalb der gerade markierten Zeile eingefügt.
    7. Alternatively, open by clicking on the drop-down triangle neuaufklappen v2 > Vorlagen Copy from template  or Copy from other data records  suche Search. To-do entries from data records of the same type (event etc.) are offered first, then from data records of other types. Only those tables are offered in which there are already to-do lists.
    8. Enter the name of the task and save save you can open the list using the icon on the left in the window title.
    9. To remove a task from the list, select the row and click on the second icon from the left in the toolbar above the entire list Mail ablegen Archive.
    10. To remove the entry permanently, filter the entries via the third icon from the left for entries in the Mail ablegen archive, select the desired line and click on delete Remove.
  • Enter more details about the task

    By default, the task input window opens with a few important fields. Additional fields can be opened if required.

    1. Via Prio normalaufklappen v2 directly before the description you show the priority (importance) of the task.
    2. Activate a save reminder notification if you want to be informed as soon as the to-do entry is changed.
    3. Use the expandable drop-down list next to the description to assign a category . Create new categories in the list itself by clicking on edit Edit . Write each new category in a separate line. 
    4. In the second line, select who should be responsible for the task .
      1. If you enter a kalender target- or Follow-ups date , the to-do entry will appear in the infocenter Info Centre of the person responsible if set accordingly.
      2. Inform those responsible directly via mail Internal message of the assignment of the already linked task.
    5. In the third line, indicate how far the task has been completed.
      1. Tasks that cannot be processed further at the moment are marked as stop Blocked by another problem or details Blocked by missing information. The marked tasks are then highlighted in colour in the list above.
      2. Der Fortschrittsbalken entspricht der prozentualen Angabe zur Erfüllung der Aufgabe und kann über Klick auf den Balken oder Eingabe einer Prozentzahl geändert werden.
      3. In addition, enter estimated and actual expenses if required.
    6. Genauere Informationen geben Sie im Textfeld Bemerkung ein.
    7. Open additional input options for neu More fields, Album Images or termine AppointmentsM.
    8. Additional company-specific input fields are created by a user with administrative rights as required as Tabellendetails Table detail .
  • Search, filter and sort your to-dos

     The to-do entries can be searched, filtered by status and category and sorted manually. 

    1. Öffnen Sie auf dem Reiter Home Basis mit Klick auf Checkliste To-Dos > suche Suchen, um nach allen To-Do-Einträgen egal in welcher Tabelle (Adressen, Veranstaltungen etc.) zu suchen.
    2. Enter your criteria and click on suche Search. If necessary, refine your results by using the matchcode search via the input field in the toolbar.
    3. Double-click on the desired entry to simultaneously open the record and the to-do list with focus on the desired item.
    4. Use the third icon from the left to select which status the displayed entries should have. The status is not set actively, but results from the status of the progress. Each entry has several statuses at the same time.
      1. Aktiv Aktiv: sind alle Aufgaben, die nicht im Papierkorb sind
      2. neu New: are all tasks for which no progress has been noted yet
      3. abspielen In Arbeit: sind alle Aufgaben, für die bereits ein prozentualer Fortschritt vermerkt wurde
      4. Offene Mengen Open: are all tasks that are not yet finished
      5. ok Complete: are all tasks whose progress has reached 100%
    5. Use the fourth icon from the left to select which AdressTyping category the entries displayed should belong to. The categories are defined by each user himself/herself via the expandable selection list in the lower part of the window. With the setting AdressTyping All you can see entries of all existing categories, as well as entries without a category.
    6. Mark entries that serve as headings/for structuring in the priority list with No Show Hide. These entries are not displayed in the Info Centre.
    7. Emphasise individual lines using the Schriftstil font style  (bold, underlined in italics). This formatting also has an effect in lists.
    8. If necessary, save your settings for displaying entries with a specific status and category via Save Options Save settings in the horizontal toolbar on the far right.
  • Create a personal to-do list

    To create individual checklists independently of a specific data record, use activities.

    1. Create a new Basis  activity  (   Using tasks meldung ) via    Base > neu    Activities meldung  > New.
    2. Enter a subject and change the status to Vertraulich Nicht   Confidential in the horizontal toolbar by clicking on  Vertraulich  Restrict reading rights .
      Note: Without this setting, both your activity and the linked to-do list remain visible to all other users.
    3. In the middle of the window title, click on the aufklappen v2pop-up triangle next to the name of the activity and select stern grau Start automatically. This way, every time Bp Event is restarted, the activity will also be opened automatically.
    4. Open a new to-do list with a left click on Checkliste To-Do in the horizontal toolbar and create new or copied tasks.
    5. save Save save the to-do list and the activity.
  • Display your to-do list in the Info Centre

    To-Do-Listen können als Datenquelle im Allgemeinen infocenter Info Center im unteren Bereich Wiedervorlage angezeigt werden.

    1.  Under the description of a task, enter who should be responsible for it. By default, the responsible person of the linked record is preset. Only the responsible persons get the to-do list displayed in their Info Centre.
    2. Enter either a kalender target date or a kalender resubmission date .
      Important: Without a date, the to-do list is only displayed in the Info Centre if the filter "All to-dos (creation date)" is selected.
    3. In the infocenter Info Centre , select the Checkliste To-Dos as the data source.
    4. Filter Filter If necessary, left-click on the data source to filter by target or Follow-ups date, or also by to-do lists linked to certain records.
      E.g.: Events, addresses
    5. Open the linked record and the to-do list in the infocenter Info Center with a double click. The focus is automatically on the to-do list.