The To Do's tab on an Event will allow you to populate reminders and to-do tasks for yourself or colleagues. Check your To Do's by clicking the Menu in the top left of the screen, and then select To Do items.
Any to-do items for events will show on that page. You can use this in-conjunction with your checklist report.
To do’s are also available in the PMS.
To create To Do's on an event, follow the steps below:
Within your Event booking, select To Do's tab.
Select New to create a new To Do.
Select Add to assign operators and groups to the To Do.
Tip: You can assign as many operators and/or groups as required.
Complete the To Do Details, including:
Subject - this will show in the subject line of the To Do.
Body - description and information required to be shown to the assignees.
Start Date and Time and Response/Completion Due - shows when the item will pop up and needs to be completed by.
Priority - shows the assignee the priority this To Do needs to take.
Attachment - shows the receiver a link to the event incase they need to further review the event.
Once you have completed your To Do, click Save.
Once the To Do has been set, it will show to the assignees on the date selected.
Troubleshooting
To Do is not showing in my list: Please ensure that the To Do has been set to be assigned to you or a group that you are part of, otherwise this will not show.
If the To Do has been assigned to a group then navigate to System, System, User SetUp to check the Group and review the Members to ensure this should be showing in your To Do list.
