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How Do I... In The Version 5.0 To-Do List?   Add items to the To-Do list View the To-Do list Modify a To-Do list item Search the To-Do list Copy a To-Do list item   Adding items to the To-do list Step 1) Click the button depicting a yellow To-do box on the toolbar. Step 2) Use the mouse or arrow keys to move to the day where you want to add a to-do item. Step 3) Click Add or click any of the To-do fields below the calendar to bring up the To-do Entry window. Fill out the fields as follows: PRIORITY Enter up to 3 letters and/or numbers in this field to identify the importance of this item. Entries are automatically sorted in alphabetical order with numbers appearing before letters. For example, 1 or A indicates top priority and so on. You can have multiple items with the same priority code. DATE Enter the desired date for the To-do item if applicable. By default PHONEslips will use the current date from the computer system. DUE DATE Enter the desired due date if applicable for the To-do item. DESCRIPTION Enter a short description of the To-do item. Step 4. Click OK to save the To-do item. After you save your entry, it is automatically added to the To-do list in numeric/alphabetic order. At that point you can either enter another item or close the To-do list. Click here to return to the top of the page.   Viewing the To-do List To view the To-do list, click the button depicting a yellow To-do box on the toolbar. The To-do list screen will appear. The tabs along the right side of the screen allow the user to view his/her daily, weekly or monthly To-do list. Daily To-do List Click the Day tab to display the daily To-do list (default). To move to different days in the calendar, click the < or > buttons above the calendar or use the Up, Down, Right or Left arrow keys. To move from month to month, click the < or > buttons above the description area or use the PgDn or PgUp keys. To view a specific date, click Go to and enter the date in the field or click Today to view the current date. Today's date will be highlighted and display an asterisk to the right of the number. Days that have To-do items are highlighted in the To-do calendar. To view the details of a To-do entry, highlight the entry with the mouse. The details of the entry will be displayed in the fields below the To-do list. Weekly To-do List Click the Week tab to display the weekly To-do list. Monthly To-do List Click the Month tab to display the monthly To-do list. Click here to return to the top of the page.   Modifying To-do List Items Step 1) In the To-do list, highlight the event you wish to modify. Step 2) Click Edit or click in one of the To-do fields below the calendar to bring up the To-do Entry window. Step 3) Make any changes in the fields and click OK to save. After you save your entry, it is automatically reentered into the To-do list in chronological order. You can enter another item or close the To-do list. Click here to return to the top of the page.   Searching the To-do list Step 1) Go to the To-do list screen (yellow To-do box button on the toolbar). Select the user(s) whose To-do list you want to search. Step 2) Click Search to bring up the Search Schedule screen. Step 3) Enter key word(s) to search, up to 63 characters. Click Find to begin search. Step 4) All items matching the key word(s) will appear in the list. To confine your search to only items that exist within a specific date range, enter a Start Date and End Date in the appropriate fields. Highlight the appropriate item and click Go to to see the item. Step 5) To delete an item. Highlight the appropriate item and click Delete to remove the item. Step 6) To print a quick single line report of the search results, click the Print Click here to return to the top of the page.   Copying a To-do List item Step 1) Click on the To-do List button from either the PHONEslips Toolbar or Full Application screen Step 2) Select the desired To-do list item to be copied. Step 3) Click on the Copy button and select the desired recipients from the PHONEslips Name List. Multiple users or groups can be selected for receipt of the To-do list item by right clicking and tagging the user(s). Step 4) Click the OK button to process the request. The item will be copied to the users' To do list(s). Click here to return to the top of the page.

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