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45.2 Open the To Do screen

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45.2.1 There are different ways on how to open the To Do screen:

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click here to zoom

 

From the Home screen, click "Main" and click on "To Do" to open the "To Do" screen

From the Home screen, click "Management", click Schedule and click ToDos tab

Press CTRL+N

 

45.2.2 Select an Employee or Everyone from the list. It is defaulted to the current user.

 

45.2.3 There are different types of To Do items. You can double click the item type to open the source of the To Do item. The screens that are opened for various To Do types are as follows:

 

Diary: the Diary Item screen.

 

Invoice: the Invoices screen

 

BirthDate, StaffAnn and EmpNote: the Employee screen

 

JobNote and SubNote: the Job/Project screen

 

ConNote: the Business Contacts screen

 

Message: the Phone Messages screen