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

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

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

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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