Setup staff

Setting up a To Do item

If your firm is licensed for the Staff Management module, you can use Digita Practice Advanced 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. Click 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, click 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 click 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, click the
    Staff
     option and then click 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, click 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. Click 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. Click 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: Digita Practice Advanced