To-do Lists - Revision history

Dina at 13:52, 8 July 2020

2020-07-08T13:52:12Z

← Older revision		Revision as of 13:52, 8 July 2020
Line 2:		Line 2:
	==Introduction==		==Introduction==

	New in Version 8 of ~~CommitCRM~~ is the To-do Lists system which has been integrated throughout the application, both on the desktop and the Web Interface.		New in Version 8 of RangerMSP is the To-do Lists system which has been integrated throughout the application, both on the desktop and the Web Interface.

	You can now create a To-do List in Accounts, Employees, Tickets, Contracts, Assets and Opportunities. In each of those windows you will see a new tab for To-do Lists where you can add a list on the specific record, such as a Ticket. You can even add multiple lists to each Ticket, Contract or other record type. All your To-do Lists will appear on the To-do List tab and there is also a section on the Preview tab which will indicate the number of currently open To-dos.		You can now create a To-do List in Accounts, Employees, Tickets, Contracts, Assets and Opportunities. In each of those windows you will see a new tab for To-do Lists where you can add a list on the specific record, such as a Ticket. You can even add multiple lists to each Ticket, Contract or other record type. All your To-do Lists will appear on the To-do List tab and there is also a section on the Preview tab which will indicate the number of currently open To-dos.

Robert: /* Introduction */

2014-08-20T11:24:22Z

Introduction

← Older revision		Revision as of 11:24, 20 August 2014
Line 8:		Line 8:
	For example a list could contain a series of steps which should be performed on a new Asset, such as a server installation checklist which might say:		For example a list could contain a series of steps which should be performed on a new Asset, such as a server installation checklist which might say:

	~~[ ] Connect network cable<br/>~~
	[ ~~] Boot up/PXE install<br/>~~		[[File:To-do-list-asset.png]]
	[ ] ~~Check connectivity<br/>~~
	[ ] ~~Label it<br/>~~
	~~[ ] Add to monitoring<br/>~~

	When using a pre-made template this list of steps can quickly be applied to every new Asset, Ticket, Account etc. Each section has its own separate selection of To-dos so sales staff could have their sales related lists to apply to new opportunities while technicians have their tailored lists for tech related tasks.		When using a pre-made template this list of steps can quickly be applied to every new Asset, Ticket, Account etc. Each section has its own separate selection of To-dos so sales staff could have their sales related lists to apply to new opportunities while technicians have their tailored lists for tech related tasks.

	~~[[File:To-do-list-asset.png]]~~

	==Creating a To-do List==		==Creating a To-do List==

Robert: /* Introduction */

2014-08-20T11:20:18Z

Introduction

← Older revision		Revision as of 11:20, 20 August 2014
Line 16:		Line 16:
	When using a pre-made template this list of steps can quickly be applied to every new Asset, Ticket, Account etc. Each section has its own separate selection of To-dos so sales staff could have their sales related lists to apply to new opportunities while technicians have their tailored lists for tech related tasks.		When using a pre-made template this list of steps can quickly be applied to every new Asset, Ticket, Account etc. Each section has its own separate selection of To-dos so sales staff could have their sales related lists to apply to new opportunities while technicians have their tailored lists for tech related tasks.

			[[File:To-do-list-asset.png]]

	==Creating a To-do List==		==Creating a To-do List==

Robert at 11:17, 20 August 2014

2014-08-20T11:17:44Z

← Older revision		Revision as of 11:17, 20 August 2014
Line 58:		Line 58:

	==Working with a To-do List==		==Working with a To-do List==


			'''Adding To-do items'''

			You can add new items to an existing list at any time by clicking the '''Add a To-do''' link which appears just below the list.<br/>


			'''Marking a To-do item as done'''

			When an item is done, simply check the box on the left of it. The item will be moved to the list of completed items and can be seen by clicking the '''x done''' link (where x is the number of completed items). To then hide them again just click '''Hide done To-dos'''.

			When an item is marked as done, the system also stores which employee did it and displays their name next to the item in the completed items list, so if multiple employees are working on the same list you can quickly see who did what.<br/>


			'''Undoing a To-do item'''

			To mark a completed item as not complete and add it back to the To-do list, click the '''x completed''' link to reveal all the completed items, then uncheck any you wish to undo.<br/>


			'''Editing a To-do item'''

			To edit a To-do list item, either double-click the item or point to it in the list and the edit menu will appear to the left, click '''Edit''' then you can update the text and click '''Save Changes''' when done.<br/>


			'''Deleting a To-do item'''

			To delete a To-do list item just point to the item in the list and the edit menu will appear to the left, then simply click the trashcan icon.<br/>


			'''Changing the Order of To-do List Items'''

			You can easily change the order of items in a list by dragging and dropping the item. Items can also be dragged between lists.<br/>


			'''Adding a Charge for completed To-do items'''

			Once a To-do item is marked as completed you can easily add a Charge for the work done on it. Click the '''x done''' link to reveal the list of done items, then point to any item you want to add a Charge for and a menu appears to the left. Click '''Charge''' and the standard New Charge window pops up ready to be completed. The Charge description already contains the description copied from the To-do item.<br/>

			[[File:To-do-list-asset-charge.png]]

			'''Reports'''

			There are new Reports which include the To-do Lists, such as "Asset Details Including Configuration Note, Pending, To-do and History" and "Expanded Ticket Details2" which can be generated from the Reports window in the usual way.<br/>

Robert at 11:05, 20 August 2014

2014-08-20T11:05:44Z

Robert at 11:04, 20 August 2014

2014-08-20T11:04:24Z

← Older revision		Revision as of 11:04, 20 August 2014
Line 53:		Line 53:
	To-do lists can also be added to Activity Templates and then automatically created when the Activity Template is applied. To add a To-do List to an Activity Template you must first create a To-do List template as described above and then after creating the Activity Template in the usual way you click '''New > To-do List Entry''' and then select the To-do List template to use.		To-do lists can also be added to Activity Templates and then automatically created when the Activity Template is applied. To add a To-do List to an Activity Template you must first create a To-do List template as described above and then after creating the Activity Template in the usual way you click '''New > To-do List Entry''' and then select the To-do List template to use.

			[[File:To-do-list-activity1.png]]

	==Working with a To-do List==		==Working with a To-do List==

Robert at 10:08, 20 August 2014

2014-08-20T10:08:51Z

← Older revision		Revision as of 10:08, 20 August 2014
Line 46:		Line 46:
	'''Saving a To-do List as a Template'''<br/>		'''Saving a To-do List as a Template'''<br/>
	To create a template from a To-list just point to the list title and the edit menu will appear to the left, click the small down-arrow and then click '''Save as Template'''. Give the template a name and click OK. Now the template is available to use from the '''Add from Template''' list.		To create a template from a To-list just point to the list title and the edit menu will appear to the left, click the small down-arrow and then click '''Save as Template'''. Give the template a name and click OK. Now the template is available to use from the '''Add from Template''' list.

			[[File:To-do-list1.png]]

			'''Activity Templates'''<br/>

			To-do lists can also be added to Activity Templates and then automatically created when the Activity Template is applied. To add a To-do List to an Activity Template you must first create a To-do List template as described above and then after creating the Activity Template in the usual way you click '''New > To-do List Entry''' and then select the To-do List template to use.


	==Working with a To-do List==		==Working with a To-do List==

Robert at 09:50, 20 August 2014

2014-08-20T09:50:29Z

← Older revision		Revision as of 09:50, 20 August 2014
Line 35:		Line 35:
	==Managing To-do Lists==		==Managing To-do Lists==

	'''Deleting a To-do List'''		'''Deleting a To-do List'''<br/>
	To delete an entire To-do list just point to the list title and the edit menu will appear to the left, then simply click the trashcan icon.		To delete an entire To-do list just point to the list title and the edit menu will appear to the left, then simply click the trashcan icon.

	'''Editing a To-do List'''		'''Editing a To-do List'''<br/>
	To edit the list title just point to the list title and the edit menu will appear to the left, click '''Edit''' then you can update the title and click '''Save Changes''' when done.		To edit the list title just point to the list title and the edit menu will appear to the left, click '''Edit''' then you can update the title and click '''Save Changes''' when done.

	'''Changing the Order of To-do Lists'''		'''Changing the Order of To-do Lists'''<br/>
	You can easily change the order of Lists by dragging and dropping the list.		You can easily change the order of Lists by dragging and dropping the list.

	'''Saving a To-do List as a Template'''		'''Saving a To-do List as a Template'''<br/>
	To create a template from a To-list just point to the list title and the edit menu will appear to the left, click the small down-arrow and then click '''Save as Template'''. Give the template a name and click OK. Now the template is available to use from the '''Add from Template''' list.		To create a template from a To-list just point to the list title and the edit menu will appear to the left, click the small down-arrow and then click '''Save as Template'''. Give the template a name and click OK. Now the template is available to use from the '''Add from Template''' list.


	==Working with a To-do List==		==Working with a To-do List==

Robert at 09:49, 20 August 2014

2014-08-20T09:49:20Z

← Older revision		Revision as of 09:49, 20 August 2014
Line 34:		Line 34:

	==Managing To-do Lists==		==Managing To-do Lists==

			'''Deleting a To-do List'''
			To delete an entire To-do list just point to the list title and the edit menu will appear to the left, then simply click the trashcan icon.

			'''Editing a To-do List'''
			To edit the list title just point to the list title and the edit menu will appear to the left, click '''Edit''' then you can update the title and click '''Save Changes''' when done.

			'''Changing the Order of To-do Lists'''
			You can easily change the order of Lists by dragging and dropping the list.

			'''Saving a To-do List as a Template'''
			To create a template from a To-list just point to the list title and the edit menu will appear to the left, click the small down-arrow and then click '''Save as Template'''. Give the template a name and click OK. Now the template is available to use from the '''Add from Template''' list.


	==Working with a To-do List==		==Working with a To-do List==

Robert at 09:47, 20 August 2014

2014-08-20T09:47:36Z

← Older revision		Revision as of 09:47, 20 August 2014
Line 8:		Line 8:
	For example a list could contain a series of steps which should be performed on a new Asset, such as a server installation checklist which might say:		For example a list could contain a series of steps which should be performed on a new Asset, such as a server installation checklist which might say:

	[ ] Connect network cable		[ ] Connect network cable<br/>
	[ ] Boot up/PXE install		[ ] Boot up/PXE install<br/>
	[ ] Check connectivity		[ ] Check connectivity<br/>
	[ ] Label it		[ ] Label it<br/>
	[ ] Add to monitoring		[ ] Add to monitoring<br/>

	When using a pre-made template this list of steps can quickly be applied to every new Asset, Ticket, Account etc. Each section has its own separate selection of To-dos so sales staff could have their sales related lists to apply to new opportunities while technicians have their tailored lists for tech related tasks.		When using a pre-made template this list of steps can quickly be applied to every new Asset, Ticket, Account etc. Each section has its own separate selection of To-dos so sales staff could have their sales related lists to apply to new opportunities while technicians have their tailored lists for tech related tasks.
Line 18:		Line 18:

	==Creating a To-do List==		==Creating a To-do List==

			You can create a completely new To-do List or you can base it on a previously saved template. First go to the appropriate window (Tickets, Accounts etc) and select a record then go to the To-do Lists tab.

			# Click '''Add a To-do List''' OR click '''Add from Template''' and select one from the drop down list (if you have any).<br/><br/>
			# Type in a title in place of the default “Enter the list title here”.<br/><br/>
			# Click the '''OK''' ('''Start adding To-dos''') button.<br/><br/>
			# A checkbox will appear and next to it you should type in the actual item to be done and then click '''OK'''. The item is added and another checkbox appears below for you to add another item if required - if you do not wish to add more items then just click '''Cancel''' ('''Stop adding To-dos''').<br/><br/>

			Your To-do list is now created.

			[[File:To-do-list.png]]

			To create a To-do List from a template, click '''Add from Template''' and select it from the list which appears. The entire To-do List will appear immediately, complete with all items (including any which were marked as done when the template was created) ready to be worked on.

← Older revision		Revision as of 11:05, 20 August 2014
Line 36:		Line 36:

	'''Deleting a To-do List'''<br/>		'''Deleting a To-do List'''<br/>
	To delete an entire To-do list just point to the list title and the edit menu will appear to the left, then simply click the trashcan icon.		To delete an entire To-do list just point to the list title and the edit menu will appear to the left, then simply click the trashcan icon.<br/><br/>

	'''Editing a To-do List'''<br/>		'''Editing a To-do List'''<br/>
	To edit the list title just point to the list title and the edit menu will appear to the left, click '''Edit''' then you can update the title and click '''Save Changes''' when done.		To edit the list title just point to the list title and the edit menu will appear to the left, click '''Edit''' then you can update the title and click '''Save Changes''' when done.<br/><br/>

	'''Changing the Order of To-do Lists'''<br/>		'''Changing the Order of To-do Lists'''<br/>
	You can easily change the order of Lists by dragging and dropping the list.		You can easily change the order of Lists by dragging and dropping the list. <br/><br/>

	'''Saving a To-do List as a Template'''<br/>		'''Saving a To-do List as a Template'''<br/>
	To create a template from a To-list just point to the list title and the edit menu will appear to the left, click the small down-arrow and then click '''Save as Template'''. Give the template a name and click OK. Now the template is available to use from the '''Add from Template''' list.		To create a template from a To-list just point to the list title and the edit menu will appear to the left, click the small down-arrow and then click '''Save as Template'''. Give the template a name and click OK. Now the template is available to use from the '''Add from Template''' list.<br/><br/>

	[[File:To-do-list1.png]]		[[File:To-do-list1.png]]


	'''Activity Templates'''<br/>		'''Activity Templates'''<br/>

	To-do lists can also be added to Activity Templates and then automatically created when the Activity Template is applied. To add a To-do List to an Activity Template you must first create a To-do List template as described above and then after creating the Activity Template in the usual way you click '''New > To-do List Entry''' and then select the To-do List template to use.		To-do lists can also be added to Activity Templates and then automatically created when the Activity Template is applied. To add a To-do List to an Activity Template you must first create a To-do List template as described above and then after creating the Activity Template in the usual way you click '''New > To-do List Entry''' and then select the To-do List template to use.<br/><br/>

	[[File:To-do-list-activity1.png]]		[[File:To-do-list-activity1.png]]


	==Working with a To-do List==		==Working with a To-do List==