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. Add a Simple ToDo

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

1. From the Home Page, click ToDo List on the Share360 menu.

   The ToDo List window appears.

2. Click Add ToDo.

   The Add ToDo window appears.

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

   Note:: To create a new category, click Edit Categories, which takes you to My Options; enter a category name, and click Save. Click Exit My Options to get back to ToDo List home page.

4. In the ToDo Title field a summary description of your ToDo.

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 Add.

2. Add a ToDo for Multiple Users

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 assign a ToDo for multiple users, follow these steps:

1. From the Home Page, click ToDo List on the Share360 menu.

   The ToDo List window appears.

2. Click Add ToDo.

   The Add ToDo window appears.

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

   To create a new category, see Add a Simple ToDo.

4. In the ToDo Name field, enter a short summary of the task.

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. Click Assign To Multiple Members.

9. Choose an option:

   Assign to All Members: Assigns the task to all registered users.

   Assign to All Members in Group: Check to assign task to a specific group. Choose a group using the pull-down menu.

   Only one member must complete this ToDo: Check if you want only one member assigned to complete the task. Once it is completed by one user, it will be crossed off all other assigned members' lists.

   All members must complete this ToDo: Check if you want every member assigned to complete the task.

10. When done, click Add.

3. Edit a ToDo

To edit a ToDo, follow these steps:

1. From the Home Page, click ToDo List on the Share360 menu.

   The ToDo List window appears.

2. Click a ToDo to edit.

   The View/Edit ToDo window appears with the ToDo information.

3. Change data as desired.

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

4. When done, click Update.

4. Delete a ToDo

To delete a ToDo, follow these steps:

1. From the Home Page, click ToDo List on the Share360 menu.

   The ToDo List window appears.

2. Click a ToDo to delete.

   The View/Edit ToDo window appears with the ToDo information.

3. Click Delete.

4. When done, click Delete to confirm.

5. Complete a ToDo

To set a ToDo as complete, follow these steps:

1. From the Home Page, click ToDo List on the Share360 menu.

   The ToDo List window appears.

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

3. Click Complete.

4. The ToDo List 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 tab. 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 Home Page, click ToDo List on the Share360 menu.

   The ToDo List window appears.

2. Uncheck the Complete box of the completed ToDo.

3. Click Complete.

   The ToDo List 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 Home Page, click ToDo List on the Share360 menu.

   The ToDo List window appears.

2. Click a ToDo to browse.

3. The View/Edit ToDo window appears with the ToDo information.

8. Change the Order of ToDo Display

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

1. From the Home Page, click ToDo List on the Share360 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 Home Page, click ToDo List on the Share360 menu.

   The ToDo List window appears.

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

   The ToDo History window for the user appears.

   To browse a different month's ToDos, use the arrows at the top to move from month to month or from year to year. To get back to this month, clickThis Month.

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 Home Page

(User Settings)

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

1. On the Home Page, from the ToDo List section, click Options next to the ToDo List heading.

   The Home Page Options for ToDo List window appears.

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

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

4. When done, click Save.

11. General Options/Access Permissions

(System Settings)

Access Permissions for ToDo list are uneditable. See below for permissions.

As a system administrator, you control the ToDo List general options for all users. To change, follow these steps:

1. From the Home Page, choose ToDo List > Admin Tools.

   Note: You can access Admin Tools from any page; just use the left navigation in Admin Tools to find the specific application options.

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

   Select General.

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

   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 Admin Tools.

   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	-