To Do List

To Do LIst

The To Do List report displays a list of scheduler to-do items that have an Open status. By default, the report displays only to-do items that are active, sorted by due date in descending order.

The report contains the following fields:

Report Header Information: Your business name and report title. You can selectively hide these fields using the command.

Description: Description of the To Do item as a hyperlink. Clicking this link will bring up the To Do Item form to let you view and make changes to the To Do Item record.

Reference: Name of an employee that may be connected with the To Do item.

Status: Current status (Open, Completed, or Postponed) of the To Do item.

Due Date: Due date for the To Do item.

Date Completed: Date the To Do item was completed.