To-do Lists: Difference between revisions
(Created page with "{{usermanuals}} ==Introduction==") |
No edit summary |
||
| Line 1: | Line 1: | ||
{{usermanuals}} | {{usermanuals}} | ||
==Introduction== | ==Introduction== | ||
New in Version 8 of CommitCRM is the To-do Lists system which has been integrated throughout the application, both on the desktop and the Web Interface. | |||
You can now create a To-do List in Accounts, Employees, Tickets, Contracts, Assets and Opportunities. In each of those windows you will see a new tab for To-do Lists where you can add a list on the specific record, such as a Ticket. You can even add multiple lists to each Ticket, Contract or other record type. All your To-do Lists will appear on the To-do List tab and there is also a section on the Preview tab which will indicate the number of currently open To-dos. | |||
For example a list could contain a series of steps which should be performed on a new Asset, such as a server installation checklist which might say: | |||
[ ] Connect network cable | |||
[ ] Boot up/PXE install | |||
[ ] Check connectivity | |||
[ ] Label it | |||
[ ] Add to monitoring | |||
When using a pre-made template this list of steps can quickly be applied to every new Asset, Ticket, Account etc. Each section has its own separate selection of To-dos so sales staff could have their sales related lists to apply to new opportunities while technicians have their tailored lists for tech related tasks. | |||
==Creating a To-do List== | |||
==Managing To-do Lists== | |||
==Working with a To-do List== | |||
Revision as of 09:39, 20 August 2014
Introduction
New in Version 8 of CommitCRM is the To-do Lists system which has been integrated throughout the application, both on the desktop and the Web Interface.
You can now create a To-do List in Accounts, Employees, Tickets, Contracts, Assets and Opportunities. In each of those windows you will see a new tab for To-do Lists where you can add a list on the specific record, such as a Ticket. You can even add multiple lists to each Ticket, Contract or other record type. All your To-do Lists will appear on the To-do List tab and there is also a section on the Preview tab which will indicate the number of currently open To-dos.
For example a list could contain a series of steps which should be performed on a new Asset, such as a server installation checklist which might say:
[ ] Connect network cable [ ] Boot up/PXE install [ ] Check connectivity [ ] Label it [ ] Add to monitoring
When using a pre-made template this list of steps can quickly be applied to every new Asset, Ticket, Account etc. Each section has its own separate selection of To-dos so sales staff could have their sales related lists to apply to new opportunities while technicians have their tailored lists for tech related tasks.