To-do Lists

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User Manuals > To-do Lists

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