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PensionPro 2.0 - Using To-Dos

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.” 

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

Security Rights: None

 

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

 

Menu:

 

Accessing To-Dos

There are a number of places To-Dos are located within the PensionPro system. Each user has access to the To-Dos dashboard. This is where a user can see any To-Do that is assigned to them and maintain their To-Dos. Should a user have the View Other Dashboards security right, that user can view To-Dos for other employees. For more information on the To-Dos dashboard, click here.

 

To-Dos can also be found in the To-Dos menu at the Contact, Plan, and Project levels. 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. From the Navigation Panel, click on Add Data To-Dos. 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 icon.
  2. The Add To-Do pop-up will appear. 
  3. Enter a Title and complete the desired fields within the menu.
  4. If the Status is not listed, then one will need to be created in List Values.
  5. To set the priority, click 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.
    • Clicking Save and Open will open to the To-Do > Home menu.
  8. Clicking the Comments menu will allow the user to add a comment to the To-Do. To add a Comment, click the Add icon and an Add To-Do Comment pop-up menu will appear. Add the Comment and click 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, hover over the To-Do and click the Edit icon.
  2. The Edit To-Do pop-up menu will appear.
  3. Edit the desired fields on the menu.
  4. Click Save.
  5. To add a comment to the To-Do, double click it to open the To-Do Home menu.
  6. Click the Comments menu add a comment to the To-Do. To add a Comment, click the Add icon and an Add To-Do Comment pop-up menu will appear. Add the Comment and click Save. Please note that Comments cannot be deleted.

If a user has the Edit Other To-Dos security right, that user can edit another user's To-Dos.

 

Deleting To-Dos

To-Dos can only be deleted if the Allow Deletion of To-Dos preference is set to Yes. For more information on editing preferences, please click here.

  1. From the To-Do Dashboard or from the To-Do tab of a Contact, Plan, Project, Opportunity, Prospect, or Proposal, hover a To-Do record to highlight it.
  2. Click the Delete icon.
    • The Delete icon will only be active if the Allow Deletion of To-Dos preference is set to Yes in Maintenance > Preferences > PensionPro.
  3. A message asking Are you sure? will appear.
  4. Click Yes to delete.

 

Frequently Asked Questions

  • 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.
  • I created a To-Do and linked it to the wrong plan. Can I relink a To-Do? Yes. Double-click the To-Do to open it. On the General To-Do Information screen, click the Edit icon. Click the Dropdown to select the correct link and choose the record to link the To-Do to.
  • 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.

 

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