Things To Do

The Things To Do set keeps all of the activities for each Associate.  Things To Do are viewed in the Organizer and the Where Used forms.

Label Type Meaning
For: Associate The associates to whom the entry applies.
On: Date The date on which the entry should be done by
Priority: Text The site-defined priority of the entry
Status: Choice The status of the entry:
Active The entry is being worked on
On Hold The entry is on hold pending other activity
Completed The entry has been completed.  If the LogCompletion entry is set true in the Settings:System form, Options section, the completion will be noted in the History
Subject: Text The subject of this entry
Note: Text Block The message and/or instructions of the entry
Cases: Link / Work Product The work product entry that this entry belongs to.  Note that the label will vary according to the system
Phone: Phone Number A Phone Number that is related to the entry
From: Associate The Associate that created the entry