To-do Lists

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

You can create a completely new To-do List or you can base it on a previously saved template. First go to the appropriate window (Tickets, Accounts etc) and select a record then go to the To-do Lists tab.

1. Click Add a To-do List OR click Add from Template and select one from the drop down list (if you have any).
   
   
2. Type in a title in place of the default “Enter the list title here”.
   
   
3. Click the OK (Start adding To-dos) button.
   
   
4. A checkbox will appear and next to it you should type in the actual item to be done and then click OK. The item is added and another checkbox appears below for you to add another item if required - if you do not wish to add more items then just click Cancel (Stop adding To-dos).
   
   

Your To-do list is now created.

To create a To-do List from a template, click Add from Template and select it from the list which appears. The entire To-do List will appear immediately, complete with all items (including any which were marked as done when the template was created) ready to be worked on.