Difference between revisions of "Creating a ToDo Template"
From Optisoft
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Once you have selected your Merge Fields in the Template Maintenance screen, click Template Editor and you will be taken to the ToDo Template Editor. | Once you have selected your Merge Fields in the Template Maintenance screen, click Template Editor and you will be taken to the ToDo Template Editor. | ||
| − | <center>[[image: | + | <center>[[image:TemplateToDoEditor2022.png|border|1020px|ToDo Template Maintenance]]</center> |
=Creating a Template= | =Creating a Template= | ||
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*If required, set an Alarm Time for your Template. | *If required, set an Alarm Time for your Template. | ||
*Select a Type, Priority and a Description. Descriptions can be selected from the drop down, or manually typed. | *Select a Type, Priority and a Description. Descriptions can be selected from the drop down, or manually typed. | ||
| + | *Select which Users will be able to see this ToDo when it is generated. | ||
*You can now design your Template as necessary. | *You can now design your Template as necessary. | ||
*Click Save and Back, or use the Auto Save feature. | *Click Save and Back, or use the Auto Save feature. | ||
=Editor Options= | =Editor Options= | ||
| + | The ToDo Editor has some useful features as described below: | ||
| + | *Editor | ||
| + | **Toolbar - Editing tools such as Font, Font Size, Alignment and Insert Picture can all be found within the Toolbar. | ||
*Main Tab | *Main Tab | ||
**Merge Codes - Drop down button that lists all the Merge Fields selected in the Template Maintenance screen. The user should position the caret in the Template first before selecting a Merge Code. | **Merge Codes - Drop down button that lists all the Merge Fields selected in the Template Maintenance screen. The user should position the caret in the Template first before selecting a Merge Code. | ||
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| − | [[ | + | [[Templates|Back]] |
[[Optisoft.NET Help|Home]] | [[Optisoft.NET Help|Home]] | ||
Latest revision as of 15:20, 10 March 2022
Once you have selected your Merge Fields in the Template Maintenance screen, click Template Editor and you will be taken to the ToDo Template Editor.
Creating a Template
In order to create a ToDo Template follow the below procedure:
- Give your Template a Name.
- If required, set an Alarm Time for your Template.
- Select a Type, Priority and a Description. Descriptions can be selected from the drop down, or manually typed.
- Select which Users will be able to see this ToDo when it is generated.
- You can now design your Template as necessary.
- Click Save and Back, or use the Auto Save feature.
Editor Options
The ToDo Editor has some useful features as described below:
- Editor
- Toolbar - Editing tools such as Font, Font Size, Alignment and Insert Picture can all be found within the Toolbar.
- Main Tab
- Merge Codes - Drop down button that lists all the Merge Fields selected in the Template Maintenance screen. The user should position the caret in the Template first before selecting a Merge Code.
- Preview - Will merge any Merge Codes currently in the Template so the user can see an example of what their Template will look like when printed out.
