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This guide has been reviewed against our global client base and classed as relevant to all regions

The Consumer Portal MyAgency app provides the ability for a tenant to add to & manage their own to-do list

Tip
To do this, the tenant needs to access their tenant view first - as outlined here: Access tenant view on the Consumer PortalMyAgency app

1. Access to do list option From tenant view: Click My To Do List
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 along with 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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