This article applies to:

Set up a To Do item

If your firm is licensed for the Staff Management module, you can create to do items for yourself and other staff members.

Your firm must be licensed for the Staff Management
module.

Staff members who create to do items must have add and edit security permissions for Schedule Items
.

Open the To Do
window.

Select the Add
button on the main toolbar, and then select To Do
.

Enter a description for the item.

In the Description
field, enter a description of the item.

note

This field is required.

Select a client.

In the Client
field, select a client if the to do item relates to a specific client.

If the item doesn’t concern a particular client, leave this field blank.

Select an engagement.

If you selected a client, select an engagement in the Engagement
field.

note

If no client is selected, the Engagement
field is unavailable.

Select an activity.