Manage Your To-Do List on Web

Action a To-Do

1. Select the '...' on the right side of your To-Do's.
2. Select hover over New > Select the type of action you need to do.
   
   

Deleting your To-Do's

1. Select the '...' on the right side of your To-Do's.
2. Then select Delete.
   
   

Note: Deleted To-Do's can not be recovered.

Editing your To-Do's

1. Click an existing To-Do description to begin making changes.
2. Edit your To-Do details.
3. Click Save or use the respective keyboard shortcuts.
   • Windows: CTRL+ALT+S
   • Mac: COMMAND+OPTION+S

Note: If a To-Do was created by another staff member and assigned to you, re-assigning it to someone else will remove it from your To-Do List. The To-Do will still be visible to the original creator and the new assignee. To keep visibility after re-assigning, add yourself as an additional assigned staff member before saving.

Sorting your To-Do's

By default, your To-Do's will be sorted by the created date on the To-Do tab and the completed date on the Done tab.

Click on the column headers to sort.  Click again to reverse the sort order. 

• Tag: Sorts by colour tag against To-Do
• Created Date: Sorts by the created date of To-Do
• Due Date: Sorts by the due date of To-Do
• Staff: Sorts by staff member assigned.

Additional Information

Manage Your To-Do List on Mobile