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Create a to-do list for a record

A checklist can be created for many types of records, providing a 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 record you want.
    Example: Event, item, task, appointmentM
  2. In the toolbar, click on Checkliste To-Do. If there is a to-do list already, the icon is highlighted in yellow and the number of to-do items is displayed.
    Important: If the record is only in nur lesen display mode and not input-enabled, the to-do list cannot be edited either. If necessary, first change the setting to edit edit mode.
  3. To auto-open the to-do list along with the parent record, click on the dropdown triangle next to the window title and select "Open automatically". The setting is user-specific and applies per database table (all appointments, all accounts, ...), not just per record.
    Example: the setting for accounts as selected by the user "Conference Team" then applies to all accounts opened by that user
  4. The list of existing tasks in the upper part of the window is complemented by the details of a currently selected list entry below. The list itself is not input-enabled.
  5. Make entries or changes in the details part of the window. Clicking on arrowRight  in the upper right-hand corner of the window will move the details to the right of the list instead of below it.
  6. Click on neu Add in the toolbar to insert a new line below the currently selected line.
  7. Alternatively, copy new to-dos neuaufklappen v2 > Vorlagenfrom template or from other records. To-do entries from records of the same type (event etc.) are offered first, followed by records of other types. Only tables which already have any to-do lists are listed here.
  8. Enter the name of the task and save Save your input by clicking on the icon in the top left-hand corner of the input window.
  9. Remove a task from the list by selecting the row you want and clicking on the third icon from the left in the toolbar Mail ablegen Archive.
  10. Remove the entry permanently by clicking on the expand triangle next to  Aktiv Active  expand  and select Mail ablegen Archive, select the row you want and click on delete Remove.