To-Dos are items that need to be done only once or not on a regular schedule, such as “Send this client a reminder letter” or “Follow-up with this client concerning data changes.” To-Dos can be created one at a time or in mass through the use of the To-Do Power Tool.

Tier Availability: Team, Core, Essential, Premium, Business

 

  Note:  Some items may not be available in all tiers.

 

 

Security Rights:

  • Adding To-Dos: If adding To-Do’s for personal use, only general user rights are required. If adding To-Do’s for another user, Viewing Other Dashboard Security Rights is Required
  • Editing/Deleting To-Dos: Edit Other To-Dos/View Other Dashboard Security Rights Required if Editing or Deleting To-Dos for another user
  • To-Dos Power Tool: Access Power Tools Security Rights Required

 

Adding/Editing/Deleting To-Dos:

There are a number of places that To-Dos are located within the PensionPro system. They can be found in Contact Details, Plan Details, Projects, Opportunities, Proposal, and Prospects. The functionality of Adding, Editing, and Deleting a To-Do is the same within all of these areas. To-Dos can be created for the User or, with the correct security rights, the User can create To-Dos and assign them to other Users.

 

Adding To-Dos

  1. Click on Data>To-Dos>Add a To-Do in the Application Menu at the top of the screen. A To-Do can also be added in the To-Do Dashboard or from the To-Do tab within any of the areas listed above by clicking on the add button.
  2. The Add To-Do slider menu will appear.
  3. Complete the desired fields on the slider menu. The Title is the only required field within this menu.
  4. If the Status is not listed, then one will need to be created in List Values.
  5. To set the priority, click on the dropdown and select either Critical or Normal. If Critical is chosen then the To-Do will appear on the top of the To-Do list with an "!" next to it.
  6. To-Dos can be a standalone item or linked to a Contact, Opportunity, Plan, Project, Proposal, or Prospect. After the Link to Type is selected another dropdown list will appear. Start typing the name and selections will appear.
  7. Click Save or Save and Open.
  8. Clicking Save and Open will open the To-Do Home tab.
  9. Clicking on the Comments tab will allow the user to add a comment to the To-Do. To add a Comment, click on the add button and the Add To-Do Comment slider menu will appear. Add the Comment and Save. Please note that Comments cannot be deleted.

 

Editing To-Dos

  1. In the To-Do Dashboard or in the any of the other areas listed above, highlight the To-Do and click on the edit button.
  2. The Edit To-Do slider menu will appear.
  3. Edit the desired fields on the slider menu.
  4. Click Save.
  5. To add a comment to the To-Do, highlight the To-Do.
  6. Double click on the To-Do. This will open the To-Do Home tab.
  7. Click on the Comments tab add a comment to the To-Do. To add a Comment, click on the add button and an Add To-Do Comment slider menu will appear. Add the Comment and Save. Please note that Comments cannot be deleted.

 

Deleting To-Dos

  1. In the To-Do Dashboard or in any of the areas listed above, highlight the To-Do.
  2. Click on red delete button.
  3. A message asking “Are you sure? Yes No” will appear next to the delete button.
  4. Click on the Yes button to delete.

Note: If a To-Do has a comment entered on the Comments tab of the To-Do, The To-Do cannot be deleted.

Adding Multiple To-Dos Using Power Tools

  1. Click on Power Tools>To-Dos in the Application Menu at the top of the screen. The Select To-Do Tab will open.
  2. In this tab the User is required to enter the Title and either the Assigned to Employee Role field or the Assigned to Employee field. If the Assigned To Employee Role is chosen then select the Role from the dropdown list on the right. If Assigned to Employee is chosen, then start typing the Employees’ name and select the correct name from the list that appears.
  3. If the Status is not listed, then one will need to be created in List Values.
  4. To set the priority, click on the dropdown and select either Critical or Normal. If Critical is chosen then the To-Do will appear on the top of the To-Do list with an "!" next to it.
  5. Next click on the Select Plans tab located to the right of the Select To-Do tab. Click on the Refresh button located in the right-hand corner of the List of Plans grid. To filter to the desired plan list, click on the option button located above the right-hand corner of the List of Plans grid and select the fields that should be used in the filter. Then click on the refresh again. Select the Plans for which the To-Do should be created.
  6. To finish completing the To-Do, click on the Execute Tab and then click on the Unlock button. A message will appear that will indicate how many To-Do’s will be created.
  7. Click on the Execute button.
  8. The Completed and Failed Tabs, located on the left of the Execute grid will show the number of To-Do’s that completed and/or failed. Click the tabs to see a list of each.

 

FAQ

  • Is there a way to delete multiple To-Dos at one time? There currently is not a Power Tool to delete multiple To-Dos at one time.
  • Is there a way to update who is assigned to a To-Do? There currently isn't a Field Update Power Tool available for To-Dos. Users have to make updates manually for each To-Do.
  • I have all rights and yet the Delete button is greyed out on the To-Do Dashboard for a few To-Dos. Why can't I delete these? If a To-Do has a comment entered on the Comments tab of the To-Do, The To-Do cannot be deleted.

 

 

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