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.