The ToDo list

The ToDo list is a list of all planned and not yet performed activities. As such it is a useful supplement to the calendar. Most users find it most instrumental when trying to establish overview of activities, and making sure that committed activities are not forgotten.

The ToDo list is conveniently organized so that the planned activities for the day are clearly distinguishable. Activities that are overdue are marked in bold. The list can be sorted and grouped on all its elements as you wish.

An activity is shown in the ToDo list if you as a user is connected to the activity as Owner or participant.

The list can be used for navigation. All items on the list are clickable, and a double click on any of the fields will lead you directly to the window for the activity, company, contact, or project.

There is also a Global ToDo if you press the button for this. The Global ToDo shows the combined ToDo lists of all the ChannelCRM users.

Page url: http://www.channelcrmhelp.com/index.html?net_todolist.htm