What is ToDo List?

Using ToDo List you can create individual or group-tasks, keep track of due dates, and keep a history of all your ToDos.

1. Register a Simple ToDo

To create a basic task for yourself, follow these steps:

1. From the Portal Page, click ToDo List on the Office 4 menu.

   The ToDo List window appears.

2. Click Register.

   The Simple Registration window appears.

3. From the Category drop-down menu, select a category name for the ToDo.

   To create a new category: Click Category Setting, then enter the category name of your ToDo.

4. In the ToDo Name field, enter a ToDo title.

5. From the Deadline drop-down menu, select a due date.

   If there is no deadline, check the No Deadline box.

6. From the Priority drop-down menu, select a priority level for the task.

7. In the Note field, enter a task description.

8. When done, click Register.

2. Register an Advanced ToDo

The Advanced ToDo feature allows users to assign tasks to groups of users.

Note: Access permissions to register advanced todos are set up by the system administrator so, if you cannot do so, please see your system administrator.

To make an advanced registration for multiple users, follow these steps:

1. From the Portal Page, click ToDo List on the Office 4 menu.

   The ToDo List window appears.

2. Click Register.

   The Simple Registration window appears.

3. Click Advanced Options.

   The Advanced Registration window appears.

4. From the Category drop-down menu, select a category name for your ToDo.

   To create a new category: Click Category Setting, enter the category name for your ToDo, and then click Save.

5. In the ToDo Name field, enter a ToDo title.

6. From the Deadline drop-down menu, select a due date.

   If there is no deadline, check the No Deadline box.

7. From the Priority drop-down menu, select a priority level for the task.

8. In the Note field, enter a task description.

9. From the Assign area, choose an option:

   To assign the ToDo to yourself only: Click the Assign to Yourself radio button.

   To assign the ToDo to all users: Click the Assign to All Users radio button.

   To assign the ToDo to all group members: Click the Assign to All Members in Group radio button, and then select a group.

10. From the Register Group area, choose an option:

    To assign all members the same ToDo, but only require one member to finish it: Check the Register Group Common ToDo box.

    To assign all members the same ToDo and require all members to finish it: Check the Register Group ToDo box.

11. When done, click Register.

3. Edit a ToDo

To edit a ToDo, follow these steps:

1. From the Portal Page, click ToDo List on the Office 4 menu.

   The ToDo List window appears.

2. Click a ToDo to edit.

   The Registration window appears with the ToDo information.

3. Change data as desired.

   See Register a Simple ToDo for definitions of each field in the Registration window.

4. When done, click Update.

4. Delete a ToDo

To delete a ToDo, follow these steps:

1. From the Portal Page, click ToDo List on the Office 4 menu.

   The ToDo List window appears.

2. Click a ToDo to delete.

   The Registration window appears with the ToDo information.

3. Click Delete.

4. When done, click Yes to confirm.

5. Complete a ToDo

To set a ToDo as complete, follow these steps:

1. From the Portal Page, click ToDo List on the Office 4 menu.

   The ToDo List window appears.

2. Check the Complete box of the ToDo to set as complete.

3. Click Complete.

4. The Registration window appears with a line through the completed ToDo.

   The completed ToDo will be removed the next day. You can browse a completed ToDo from the ToDo History window. However, a Group Common ToDo will not be recorded in ToDo History, even if it is completed.

6. Resume a Completed ToDo

You can cancel a ToDo set as complete and resume working on it only if you do so on the same day you set the ToDo as complete.

To resume a ToDo previously set as complete, follow these steps:

1. From the Portal Page, click ToDo List on the Office 4 menu.

   The ToDo List window appears.

2. Uncheck the Complete box of the completed ToDo.

3. Click Complete.

   The Registration window appears, and the line through the ToDo is removed.

7. Browse a ToDo

To browse a ToDo on your ToDo list, follow these steps:

1. From the Portal Page, click ToDo List on the Office 4 menu.

   The ToDo List window appears.

2. Click a ToDo to browse.

3. The Registration window appears with the ToDo information.

8. Change the Order of ToDo Display

To change the order ToDos on your ToDo List, follow these steps:

1. From the Portal Page, click ToDo List on the Office 4 menu.

   The ToDo List window appears.

2. Choose a display option:

   To list the ToDos in descending order by priority: Click the Down Arrow icon next to Priority.

   To list the ToDos in descending order by due date: Click the Down Arrow icon next to Deadline.

9. Browse/Delete ToDo History

To browse or delete completed todos in the ToDo History, follow these steps:

1. From the Portal Page, click ToDo List on the Office 4 menu.

   The ToDo List window appears.

2. To browse the history of a ToDo, click ToDo History.

   The ToDo History window for the user appears.

3. To delete all ToDos from the ToDo History, from the ToDo History window, click Delete.

   Be sure to back up data before deleting, as this action cannot be undone.

10. Set ToDo List View on Your Portal Page

(User Settings)

To personalize your Portal Page, you can customize your view of ToDo List. This setting will be unique to you.

1. On the Portal Page, from the ToDo List section, click Setting next to the ToDo List heading.

   The ToDo List User Setting window appears.

2. From the Number of ToDos to List on Portal Page drop-down menu, select the maximum number of ToDos you want to display on your Portal Page.

3. From the How to Sort ToDo on Portal Page area, click the radio button of the order you want to see todos display on your Portal Page — in descending order by deadline or priority.

4. When done, click Save.

11. General Settings/Access Permissions

(System Settings)

As a system administrator, you control the ToDo List access permissions for users. To change permissions for Advanced Options, follow these steps:

1. From the Portal Page, choose ToDo List > Setting.

   If you are not already logged in as Admin, enter your admin password when prompted.

   Select General Setting.

2. Check the box of a desired setting:

   Can Assign Same ToDo to All Users: Allows the same ToDo to be applied to all users and requires only one user to complete the ToDo.

   Can Assign Same ToDo to All Members in Selected Group: Allows the same ToDo to be applied to all members in a select group in which the user belongs and requires only one member to complete the ToDo.

   Can Assign Same ToDo to All Users or All Members in Selected Group as Group Common ToDo: Allows the same ToDo to be applied to all users in a select group and requires all users to complete the ToDo.

3. After the setting is completed, click Save.

4. Access Permission Setting

   The following is the list of the default ToDo List permissions for users and non-registered users (guests). Non-registered users are users not registered in System Setting.

   Setting Items	Registered Users	Non-Registered Users	System Admin
   Browse ToDo	Yes	No	-
   Register/Delete/Edit ToDo	Yes	No	-
   Register/Delete/Edit Categories	Yes	No	-