Difference between revisions of "Setting up the Activity Pane"
From Optisoft
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| + | There are 3 lists that can be maintained within the Activity Pane, Current Stages and ToDo Types and Priority. | ||
| + | |||
| + | ==Current Stages== | ||
| + | In order to maintain Current Stages, follow the below procedure: | ||
| + | *Click on the Current Tab. | ||
| + | *Click on the Stage button. You will be taken to the Current Stage Maintenance screen. | ||
| + | *Add or edit the Stages as necessary. To mark a Stage as Start or Finish, right click on the relevant Stage in the list to display the right click menu. | ||
| + | *Click Save and Back, or use the Auto Save feature. | ||
| + | |||
| + | ==ToDo Types== | ||
| + | In order to maintain ToDo Types, follow the below procedure: | ||
| + | *Click on the ToDo Tab. | ||
| + | *Click on the Types button. You will be taken to the ToDo Type Maintenance screen. | ||
| + | *Add or edit the Types as necessary. | ||
| + | *Click Save and Back, or use the Auto Save feature. | ||
| + | |||
| + | ==ToDo Priorities== | ||
| + | In order to maintain ToDo Priorities, follow the below procedure: | ||
| + | *Click on the ToDo Tab. | ||
| + | *Click on the Priority button. You will be taken to the ToDo Priority Maintenance screen. | ||
| + | *Add or edit the Priorities as necessary. | ||
| + | *Click Save and Back, or use the Auto Save feature. | ||
| + | |||
| + | |||
[[Activity Pane|Back]] | [[Activity Pane|Back]] | ||
[[Optisoft.NET Help|Home]] | [[Optisoft.NET Help|Home]] | ||
Latest revision as of 12:43, 15 November 2017
There are 3 lists that can be maintained within the Activity Pane, Current Stages and ToDo Types and Priority.
Current Stages
In order to maintain Current Stages, follow the below procedure:
- Click on the Current Tab.
- Click on the Stage button. You will be taken to the Current Stage Maintenance screen.
- Add or edit the Stages as necessary. To mark a Stage as Start or Finish, right click on the relevant Stage in the list to display the right click menu.
- Click Save and Back, or use the Auto Save feature.
ToDo Types
In order to maintain ToDo Types, follow the below procedure:
- Click on the ToDo Tab.
- Click on the Types button. You will be taken to the ToDo Type Maintenance screen.
- Add or edit the Types as necessary.
- Click Save and Back, or use the Auto Save feature.
ToDo Priorities
In order to maintain ToDo Priorities, follow the below procedure:
- Click on the ToDo Tab.
- Click on the Priority button. You will be taken to the ToDo Priority Maintenance screen.
- Add or edit the Priorities as necessary.
- Click Save and Back, or use the Auto Save feature.
