Navigation:  45    U:  How do I create a To Do > 45.4 Add/Edit/Delete a To Do item

45.4.1 Adding a To do item

 

The items listed in the ToDo list is created from different sources in Latitude (Diary, Job, Invoice, Task, etc.). To create a Diary item, create it from the Schedule screen.

 

For information on creating a Diary, refer to the "How do I create a Schedule" Category Topic.

 

45.4.2 Edit a To do item

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To update/edit a To Do item, double click the item type. Depending on the type it will open the source screen where you can make the necessary change.

 

45.4.3 Updating the status of a To Do item

 

Double click the specific To Do item that you want to update to open the source screen and change the status from there.

 

45.4.4 Delete a To do item

 

 

Data should never be deleted. In almost all cases, once a data record has been entered correctly, it should not have to be deleted.

 

However, there are a few instances where a To Do item must be deleted such as when it has duplicate or incorrect information.

 

Double click the specific ToDo item that you want to delete to open the source screen and follow the procedures for deleting a record that is specific for the source screen e.g. deleting a Diary item.