View source for Creating a ToDo Template

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:TemplateToDoEditor2022.png|border|823px|ToDo Template Maintenance]]</center>

=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.


[[Templates|Back]]

[[Optisoft.NET Help|Home]]