Setup staff

Setting up a To Do item

If your firm is licensed for the Staff Management module, you can use DT Practice to create to do items for yourself and other staff.
note
To set up to do items, staff must have add and edit security privileges for Schedule Items.
To set up a to do item, follow these steps.
  1. Select the
    Add
     button on the main toolbar and select
    To Do
     from the drop-down list.
  2. In the
    To Do
     dialog, enter a description of the item in the
    Description
     field (required).
  3. If applicable, choose a client in the
    Client
     field. If the to do item does not concern a particular client, leave this field blank.
  4. If you chose a client in the previous step, you can choose an engagement in the
    Engagement
     field. Otherwise this field is unavailable.
  5. If applicable, make a selection in the
    Activity
     field.
  6. Use the
    Priority
     field to indicate whether the to do item is of low, normal, or high priority.
  7. Use the
    Tracking
     field to add a tracking description for the item.
  8. In the Dates section, enter a start and complete date for the item, along with a number of hours to complete the item.
  9. If you want to set up the to do item to recur, select the Refresh button to open the
    Recurrence
     dialog, where you can set up the recurrence frequency and dates.
  10. In the
    Staff qualifications
     field, select a qualification from the drop-down list, or select the More button to create or select a different staff qualification filter.
    note
    • If you want to assign the item to specific staff members, you can leave the
      Staff qualifications
       field blank.
    • If you add this item to the work queue but leave the
      Staff qualifications
       field blank, it will be available to any staff member.
  11. To assign the item to one or more staff members, select the
    Staff
     option and then select the More button next to the
    Staff
     field. Use the
    Assigned Staff
     dialog to make the assignments.
  12. If you want to add the to do item to the work queue instead of assigning it, select the
    Work queue
     option. The item will appear in the queue for staff who meet the qualifications you chose.
  13. If you want to set a reminder for the item, mark the
    Reminder
     checkbox and select the desired reminder time from the drop-down list.
  14. If you want to include more information about the item, add it in the
    Notes
     field.
  15. Select the
    Scheduling
     button to open the
    Scheduling
     dialog, where you can verify the availability of the assigned staff members, and drag and drop the to do item onto their calendar.
  16. Select
    OK
     when finished.
The to do item is added to the schedule for the assigned staff member or added to the work queue.

This article applies to:

  • Product: DT Practice