ToDoList - Services Help

If your working world could do with some organisational help, here's the ideal tool. ToDoList allows you to plan out your tasks in a simple, yet highly efficient way. Set up as many jobs as you like; you'll be able to refer to them whenever you want and wherever you are. The easy-to-use Web-based interface allows you to update your tasks as you make progress and ultimately complete them.

Set yourself reminders and allow email or Instant Messaging to notify you - you need no longer worry about forgetting a particular task in your workload. Groupware sharing of tasks is encouraged, allowing you to share your tasks with your colleagues and keep your team in the picture.

ToDoList is designed to allow you to quickly add tasks to your list, specifying whether the task is to be solely yours or shared amongst the workgroup or groups you belong to. You may also add comments to and/or update the status of completion of each existing task as you work through your list.

Adding a Task to your ToDoList
Click on the 'Add Task' button that appears on the main menu bar of ToDoList. The screen will update now, prompting you to enter the details of the task you are listing:
Task Title: Give the task a title that you and your colleagues will recognise.
Priority: Choose the level of urgency of the task by setting its priority to High, Normal or Low (it is set to Normal by default).
Complete: Using a drop-down menu, you can specify how much of your project has been completed from 0-100%
Status: Define your task as being 'Not Complete' or 'Complete'. It is most likely that you would set the task to complete as an update later rather than at the point of initially setting the task. (A guide to editing existing tasks follows later)
Category: Acting as an additional identifier, categories help you to work efficiently with your task list. You can set up as many or as few categories as you like, moving and editing tasks between them. If you have set up some categories, you'll see them available from the drop-down menu. Select which category you wish your new task to be 'filed' under and click.
Share with groups: Any groups of which you are a member will appear in the window here. To share your task with one or more groups, select them from here. In order to select multiple groups hold down the Ctrl key whilst selecting the group names.
Notes: Enter notes regarding the task and what it entails. Updating the task notes as the task progresses helps keep track of what was done and by whom.
Reminder: Choose whether or not you wish to be reminded of this event.
Reminder method: Choose by which method you wish to be reminded.
Reminder send to: Here you enter the email address or ICQ number to which you wish the reminder to be sent.
Remind me: This section allows you to specify how long before the due date/time you wish to be reminded of the task (in minutes, hours, days, weeks or months).
Due date/time: You may set a date and time for the task deadline or due date. This is an optional setting. If a date is entered you must enter a due time and, correspondingly, you must enter a valid date if you wish to specify a particular time.

Once you have filled in the required fields, press the 'Submit' button to proceed.

Setting Up Reminders
If, when creating a new task, you choose to set up a reminder for it, you'll be given the option to specify the details after submission.
Reminder method: You are asked to choose the preferred method by which you will receive your reminder. The drop-down menu gives you the options of email or ICQ Instant Messaging, however SMS text messaging to your phone is due to be introduced shortly.
Reminder send to: Enter your email address here, or if using Instant Messaging, your ICQ number.
Remind me: This option allows you to choose when to be reminded of your task's due date or deadline. You may set the reminder to be sent out minutes, hours, days, weeks or months before the due date. Enter the required number into the appropriate field and select the unit of time from the drop-down menu.

The ToDoList Display
Tasks that have been created by you will appear listed in the main 'Current tasks' window. These will be listed as being in your 'Personal Tasks' list. There is a drop-down menu at the top left-hand side of the main screen where you may specify which of your groups to view. (Note that if you are not a member of any shared workgroups, the only option is 'Personal Tasks').
To view any tasks that may have been set up for your other groups, first select the group from the drop-down and then press 'Display'. You'll see any shared tasks appear in the main 'Current Tasks' window. Use the drop-down menu to navigate back and forth through your workgroup tasks. If you wish to view all of your tasks at the same time, both Personal and Group-shared, click on the 'Show All' button that appears to the right-hand side of the main menu.

Viewing Your Current Tasks
For both Personal and Group items you'll view your tasks in the 'Current tasks' area of the application. You will be able to take a closer look at each task using the 'Edit/View' button, see the Task title, whether there are any notes appended to the task and whether reminders are set up for this task.
Edit/View: Whilst looking through your lists you can of course refer to the title of each task. To make it easier to spot which of your tasks is demanding of your attention, you'll notice that if you hover your mouse pointer over the Edit/View icon, a small message box appears. This neat feature shows the essential details of each task for reference; in terms of its Category, Priority, Due Date and Status.

Adding Notes and Deleting Tasks
Click on the Edit/View icon and you'll be taken once more to the Add Task screen. The difference this time is that you can read and edit the text that already exists for this item, as well as add a comment ('Add Note') or delete ('Delete Task) the item if you so wish. Make any changes you wish to here and click 'Submit' to save them.
After clicking 'Add Note' you will be prompted to enter any required text in the appropriate field. Click on 'Submit' to save. This comment is now attached to the task itself and would be viewable by any person viewing the item. An individual is able to set up a task, assign it to the group and members of the team are then able to view, edit the status and add notes as the project progresses.

Adding Categories to your Task List
To set up Categories, click 'View/Edit Categories' button from the main menu. Type in an appropriate name for your category and click 'Add New Category'. You'll now be able to specify that new tasks belong to this category or 'Edit' existing tasks and move them to your new category.
Once they have been set up, you may 'Edit Categories' by selecting from the drop-down menu, deleting and then creating your preferred category name. Any tasks assigned to a deleted category will no longer have a category value but will not be otherwise affected.

Becoming a member of a group
ToDoList shows not only tasks that have been set up by yourself but also tasks that have been assigned to Groups of which you may be a member. Your Administrator should already have set up your workgroup membership for you. The administration section of the portal allows your account Administrator to set up and modify Users details, create Groups and assign Users to them. If you require access to a particular Group or consider yourself to be in the wrong Group, you should see your Administrator who will be able to help you.

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