The To Do items are set up in the Time section of Maintenance > Miscellaneous > Code Types using the following options in the Availability drop-down:
Timesheets — the task code will only be available in timesheets. You cannot use this task to create a To Do item.
CRM — a To Do item will be created which will only be available as a To Do in the Tasks bar for clients, contacts, suppliers and assignments.
Both — the task will be available both in timesheets and as a To Do item.
If you mark the task as either CRM or Both, the task will be available for use in the To Do section of the Tasks bar.
After setting an item as CRM or Both, set up the task type.
You can link the following activities to the To Do items:
You can use this link to create an appointment inside Microsoft Outlook. The appointment is created with today’s date.
Link a document to the To Do item.
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Use the file navigation window to locate the document you want to create the To Do item for.
You can use the link to create an email for the selected client, contact or supplier with their primary email address added automatically to the email’s To… field.
No activities are linked to a phone call task as yet.
No activities are linked to a task as yet.