7.2.2. To-Do List

To access the To-Do List, select the "To-Do List" option. The following screen will appear:

To-Do List

Black type indicates the To-Do has been completed—or it is due on the current day. Red To-Dos are late. Green To-Dos are not yet due.

All Users: Select to display To-Do List items for all users.
Selected User: Select user whose To-Do List items you want to display.
Pattern: Enter a user pattern to select a range of users. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.
Active Only: Select to include only active To-Do List items in the display.
Completed: Select to include completed To-Do List items in the display.
Show Incidents: Select to include Incidents in the display.
First Due Date: To-Dos due on or after this date will be included in the display.
Last Due Date: To-Dos due on or before this date will be included in the display.
First Incident Date: Incidents created on or after this date will be included in the display.
Last Incident Date: Incidents created on or after this date will be included in the display.
To-Do List: Display lists To-Do List items, using the specified parameters.
Automatically Update: Select to automatically update the display every five minutes.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
MOVE UP: Highlight a To-Do List item and then select this button to move the To-Do List item up the list. Sequence numbers are user-defined and must be manually assigned.
MOVE DOWN: Highlight a To-Do List item and then select this button to move the To-Do List item down the list. Sequence numbers are user-defined and must be manually assigned.
NEW: Opens screen for creating a new To-Do List item.
EDIT: Enables you to edit highlighted To-Do List items. The edit screen is the same as that for creating a new To-Do List item—except that when editing, the fields will contain To-Do List item information. Double-clicking on a To-Do List item will also bring you to the editing screen.
VIEW: Highlight a To-Do List item and then select this button to reach a read-only view of the "Edit" screen.
DELETE: Highlight a To-Do List item and then select this button to remove the To-Do List item from the list.
PRINT: Runs the report associated with this screen.

Right-clicking on a To-Do List item list enables you to select from the following menu options:

Move Up: Highlight a To-Do List item and then select this button to move the To-Do List item up the list. Sequence numbers are user-defined and must be manually assigned.
Move Down: Highlight a To-Do List item and then select this button to move the To-Do List item down the list. Sequence numbers are user-defined and must be manually assigned.
New: Opens screen for creating a new To-Do List item.
Edit: Enables you to edit highlighted To-Do List items. The edit screen is the same as that for creating a new To-Do List item—except that when editing, the fields will contain To-Do List item information. Double-clicking on a To-Do List item will also bring you to the editing screen.
View: Highlight a To-Do List item and then select this button to reach a read-only view of the "Edit" screen.
Delete: Highlight a To-Do List item and then select this button to remove the To-Do List item from the list.
Edit Incident: Select to edit the specified Incident.
View Incident: Select to view the specified Incident.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.