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1. Access to do list option

From tenant view:

  • Click My To Do List

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2. View to do list

Complete & incomplete items are displayed in the list

  • Completed items are shown with a black tick to the left, the completed date is also displayed below it

  • Incomplete items are shown with a grey circle to the left & a red cross to the right

3. Add new entry to list

  • Click Add (top right)

    A new blank entry is added to the bottom of the list

  • Click into field marked Type here and type new list entry

  • Click green tick to save

4. Mark an entry as complete
(or remove an incomplete entry from the list)

To mark a to-do list entry as complete:

  • Click grey circle to left of entry

    A confirmation prompt is displayed

  • Click Complete

    The selected entry is marked as completed, plus today’s date

To remove an incomplete entry from the list:
A completed item cannot be removed

  • Click red cross to the right of entry

    A confirmation prompt is displayed

  • Click Delete

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