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