To Do List

• This screen lists tasks that need to be done.

1. You can log in as a specific staff member from the Staff Member drop box or just leave it as All.
2. The Todo List is all matters requiring attention.
3. Choose the task type to be reported on. It will default to all. Similarly, choose whether it is one staff member's tasks or all.
4. Incomplete Membership indicates that not all detail has been entered.
5. If a task is completed, such as an expiring membership being renewed, it will drop from the list.
6. You can use the Complete Task on bottom of screen for some tasks. If using, a reason is requested for completion. eg A member has decided not to renew. The member will be removed from that list.
7. Assign enables you to give the task to a specific staff member.
8. Cancel, Reopen and Add New Task