Assigned to
By default, a new To-Do List item is assigned to the user who
creates it. Once a To-Do List item has been created, it may be
reassigned to another user.
Task Name
Enter a name to describe the Task. Duplicate Task Names are
allowed.
Sequence #
Enter a sequence number to help you prioritize your To-Do List
items. Sequence numbers are manually entered and may be changed at any
point.
Incident
Select an Incident (if applicable) to associate with the To-Do
List item.
Account
Specify the CRM Account the To-Do item is associated with (if
any).
Reassign to User
To reassign the To-Do List item to another user, use the browse
button located to the right of the field. By default, To-Do List items
are assigned originally to the user who creates them.
Date Due
Specify the date when the To-Do List item is due.
Date Assigned
Specify the date when the To-Do List item was assigned—or
reassigned.
Date Started
Specify the date when work on the To-Do List item was
started.
Date Completed
Specify the date when work on the To-Do List item was
completed.
Status
Specify one of the following statuses to assign to the To-Do
List item:
- Pending Input
Select to indicate the To-Do List item is pending input.
To-Do List items having this status will display a "P" in the
status column when they appear on the To-Do List.
- Deferred
Select to indicate the To-Do List item is deferred. To-Do
List items having this status will display a "D" in the status
column when they appear on the To-Do List.
- Neither
Select to indicate the To-Do List item is neither pending
input nor deferred. To-Do List items having this status will
display an "I" in the status column when they appear on the
To-Do List.
Active
Select to indicate the To-Do List item is active.
Description
Enter a brief description of the To-Do List item.
Notes
This is a scrolling text field with word-wrapping for entering
Notes related to the To-Do List item.
