Performing Staff and Security Functions > Using the Personal ToDo List

Adding a Task

To add new tasks to your ToDo List:

1. In the ToDo List for User Name window, click Add New. The Add ToDo List Entry window is displayed.

2. In the description field, type a description for the ToDo List item.

3. Blank entries are not allowed; you must type at least one character in order for the system to save the item. You can type up to 150 characters in this field.

3. In the second field, type any notes concerning the ToDo List item as they should appear in the Notes box.

4. You can type up to 255 characters in this field. This is not a required field and can be left blank.

4. In the Date Due field, type the date this ToDo List item is due or click the scroll arrows next to the field to select a date. The default is the current date.

5. In the Priority field, select a priority from the drop-down list. The default is Normal.

6. In the Assign Task To field, select the staff member to whom this task should be assigned. The default is the staff member currently logged in to the workstation.

7. In the Notification section, select from the available options.

   • None — This is the default selection.

   • Notify Immediately — Select this option to have the reminder display instantly on the workstation where the person you assigned the task to is logged in.

   • Set Reminder for — Select this option and use the drop-down list to select a date and time to have the software send a reminder about the task. The date and time default to today and the next hour.

8. Click OK to save your changes, or click Cancel to close the window without making changes.

Related Topics

Using the Personal ToDo List

Using the Task List

Using the Calendar

Using the Menu Bar

Using the Notes Section

Changing a Task

Marking a Task as Completed

Removing a Task

Printing Your ToDo List

Closing the ToDo List

Using Reminders