Performing Staff and Security Functions

Using the Personal ToDo List

The Personal ToDo List enables staff members to keep a personalized list of tasks. This feature keeps staff members organized and makes sure that duties, errands, and appointments are not forgotten. Each staff member can schedule tasks for today or a future date, and reminders can be set for any task. Staff members can also assign tasks to other staff members, and tasks can be ranked according to their importance.  A green checkmark next to the Staff Login field indicates uncompleted ToDo items exist for today or a previous date.

• If you selected Show Staff To Do Items at Login when Active Items Exist on the Staff Options window, the ToDo List is automatically displayed if uncompleted items exist. Individual reminders are also displayed if the reminder time is due.

• To launch your default mail client instead of using the Personal ToDo List feature, select Use Default Mail Client for Staff ToDo in the Miscellaneous Options section of the System Options window.

To access the Personal ToDo List:

From the main menu, click the Personal ToDo Items icon or select Functions > Staff To Do from the menu bar.

This window is divided into several sections:

• Task List

• Calendar

• Menu Bar

• Notes

Related Topics

Using the Task List

Using the Calendar

Using the Menu Bar

Using the Notes Section

Adding a Task

Changing a Task

Marking a Task as Completed

Removing a Task

Printing Your ToDo List

Closing the ToDo List

Using Reminders