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The To Do Lists use Select Lists to categorise, sort and filter the items in a list. The 'Select Lists' function allows the user to create their own specific lists for each To Do List and for those select lists to then become the basis for sorting of the To Do List content.
To access the 'Select Lists' configuration in the Customise section click on 'Select Lists' in the ribbon.
Once selected you will see the following form. The top of the form will list the existing To Do Lists, as you select those the worksheet behind will change to show the selected To Do List and the Select Options will display for that list.
To Do List provides 3 default 'Select Lists' and each of these lists can be customised with your own user-defined values.
Category - This list is designed to provide a breakdown of your To Do List into relevant categories or groups. The categories can be anything and can be any number. The Default categories for any new To Do List will be "Business, Personal, Training, Corporate". We suggest that as part of the setup of your To Do List that you change the categories to be relevant to the topic and purpose of the To Do List.
Status - This list will indicate if an item is underway, not started or completed. It is used in the calculation of the formatting for the To Do List and also in the analysis reports. The Default status for any new To Do List will be "Not Started, In Progress, On Hold, Completed, Cancelled". We suggest that you don't change this list as these values are used in the reporting and formatting functions for To Do List.
Priority - This list is used as a basis for sorting the most important activities. It can be used in conjunction with Category or Status or any other column to achieve the sort order that is required. The Default priority for any new To Do List will be "Critical, High, Medium, Low". For this you can change these values to more appropriate status values if required.
Key Notes:
- The order or the Select List is used as the Sort Order for that list when the Column is used as a Sort Column. So for example in the list displayed here the Sort Order that would result for a list using Category in the Sort would be
Business
Personal
Training
Corporate
The order of the Select List can be changed by selecting the list and then selecting the item in the list that needs to be moved and then using the arrow up/down buttons to move the item into the correct position in the list.
- It is not possible to create a Select List for a column that you create yourself. There are 3 columns provided with To Do List that allow you to change the values within those lists using the Custom Select Lists form.
Select List Actions
Add - Enter a value in the New List Item Text box and click 'Add' this adds the item to the bottom of the list
Update - Select a value from the List and then update it in the Text box then click 'Update'
Delete - Select a value from the List and then click 'Delete' to remove it from the list
Move - Select a value from the List and then move it with the up/down arrow to move the item
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