This guide has been designed to get you started with To Do List as quickly as possible. The steps outlined below should take no more than 5 minutes to complete and at the end you should have new To Do List with your own custom categories ready to go.
Before starting this guide we will assume that you have either signed up to a Free Trial or have registered a Paid licence for To Do List.
Step 1 - Create a To Do List
Click on 'Add' in the ribbon to Add a new To Do List, specify a name and select the colours for the list. Specify the configuration for the list including the hours per day, valid days of the week and the warnings that you want to be enforced for the list. The configuration can be changed in the future and if you are unsure of any of the settings you are safe to accept the defaults for the new list to get started.
Once you have provided all the details for your new To Do List, click 'Add List' at the bottom of the form to create the new To Do List.
Step 2 - Update the Custom Select Lists
After clicking 'Add List' you will see the following message to indicate that the list has been 'Added',
The message gives some instructions on the next step to create the Categories relevant for this list. Each list will have it's own Categories and right now is a good time to create Categories for this list. You can add more later but before we start adding any items to this list we need to setup the Categories that will be relevant for this list.
The next screen will be the Custom Select List form and will provide you with the option to setup the Categories for this To Do List.
Note: We suggest that you leave the Status and Priority select lists unchanged as they are used within the workbook for reporting and analysis.
Step 3 - Enter Your Items
With your Categories created you are now ready to start adding your To Do Items. Simply enter the details for each item in the Task Description column, select the relevant Category, Status and Priority, Due Date and Estimated Effort Hours for the item and you have created your first item in To Do List.
It's now a case of repeating that process for all your required To Do Lists and then populating those lists with the activities you want to track. It's that simple, once you have all your items in the lists you can start to analyse and review your progress on those items and really start to feel like you have everything organised and under control.