Operations Menu - Persons - To Do List
This page describes the 'To Do List' function on the
Operations menu in the 'Persons: Browse' window. If you are using iOS or Android, the 'To Do List' function is on the Tools menu.
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To produce a To Do List report for a Person, open the Person register, highlight the Person in the list and select 'To Do List' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android). A To Do List report will be printed to screen:
The report will list all
To Do Activities for the Person, sorted by Start Date and Time. By default, Activities marked as Done will not be shown in the report, so in effect it is a list of Activities that have not yet been completed (i.e. a check list of tasks to be undertaken). You can open individual Activities by drilling down from the Activity Comments in the report and to Contact records by drilling down from Contact Person names. If you need Activities marked as Done to be included, click (Windows/macOS) or tap (iOS/Android) the [Include Done] text link above the column headings: the report will be redrawn to include a separate section at the end that lists Activities that have been marked as Done and that have Start Dates within the first period in the
Reporting Periods setting in the System module. Click or tap the [Detailed] text link if you would like the notes and comments entered on the
'Text' card of each Activity to be shown in the report.
Activities are described here.
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The Person register in Standard ERP:
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