Classic Batchbook FAQs and Knowledge Base To-Do ListHow do I add, delete, or edit a To-Do List item?

How do I add, delete, or edit a To-Do List item?

Adding a new To-Do

Adding a new To-Do

The Create To-Do button is located on the Dashboard's To-Do List ...

...  on the Calendar tab ...

... and on the Quick Add sidebar, which is on almost every Batchbook page.

Marking a To-Do "done"

Marking a To-Do "done"

Click the checkmark icon next to the To-Do in the Done column on the Dashboard or Calendar To-Do List views. Pat self on back. To-Dos marked as "Done" are archived into a separate view on your To-Do List, so if you wish to see all of these items, simply select "My Completed To-Dos" from the filter pull-down menu.

Deleting a To-Do

Deleting a To-Do

Click the delete icon in the To-Do List table ...

... or on the To-Do detail page ...

... or use batch actions to delete several To-Dos at once.

Editing a To-Do

Editing a To-Do

Click on the edit pencil from a To-Do list ...

... or click the pencil next to the name of the To-Do when you have it open.

NOTE: If you would like a To-Do to be attached to a particular contact or communication, go to that record's detail page. Choose Create a To-Do from the Quick Add drop-down menu and complete the in-line form that loads. For Deals, choose Add in the Related To-Dos and Events box. The To-Do will automagically be attached to that record.