Creating a ToDo Template

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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.

ToDo Template Maintenance

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.


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