Setting up the Activity Pane

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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.


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