To-Do-Listen können als Datenquelle im Allgemeinen Info Center im unteren Bereich Wiedervorlage angezeigt werden.
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.
Enter either a target date or a 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.
In the Info Centre , select the To-Dos as the data source.
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
Open the linked record and the to-do list in the Info Center with a double click. The focus is automatically on the to-do list.