Lotus Notes 7 Help - Creating a personal To Do

ORGANIZING YOUR TASKS WITH THE TO DO LIST

Creating a personal To Do
A personal To Do is one which you assign to yourself only (as opposed to a Group To Do, which involves other people).

To create a personal To Do

1. Open the To Do list.

2. From the menu, choose Actions - New To Do Item.

Tip

To create a To Do item without details right in the To Do view, press CTRL+click in the next available space and enter text.

3. In the To Do Item form, enter text in the Subject field.

4. Select Myself next to "Assign To."

5. (Optional) Select a priority for the item in the Priority field. Entries in the To Do list display in the To Do view with a corresponding number (High=1, Medium =2, Low =3, None=no number).

6. (Optional) In the Category field, select or enter a category for the entry.

7. (Optional) Enter dates in the "Due by" and "Start by" fields.

8. (Optional) Select Repeats to make the entry a repeating one. Then specify Repeat options in the Repeat Options dialog box.

Note

If you create a repeating entry and decide after the entry has been saved that you want to change the entry to not be repeating anymore, or vice versa, you must create a new entry. You cannot change the original entry. Select the entry in the To Do view and choose Actions - Copy Into New - New To Do. All of the original information is copied into a new form where you can change the properties and save the entry.

9. (Optional) Add text, document links, file attachments, objects, and pictures to the Description field.

10. (Optional) Select "Mark Private" in the upper right corner to prevent people who have access to your Calendar from viewing details of the To Do. They can only see the date and time of the To Do.

11. (Optional) Select "Notify me" to set Alarm notification options for the item in the "Alarm Notification Options" dialog box.

12. Click Save and Close.

Notes adds the item to the To Do view.

Tip The following are other quick ways to create a To Do:

From an e-mail message, open the e-mail (or select it in a view) and choose Actions - Copy Into New - New To Do. Notes displays a new To Do form with the Subject and Description fields already filled in with information from the e-mail.
Drag a message, calendar entry, or To Do item onto the To-Do bookmark. This creates a new To-Do entry, with all the information from the existing item copied into the new one.
Click the New toolbar icon , if you have toolbars displayed, and select "New To Do."

See Also

Editing To Dos

Deleting a To Do from the To Do list

Creating a Group To Do

Specifying dates, times, and time zones

Alarm notification options

Delegating access to your schedule information

Setting an alarm on a Calendar entry

Managing views with categories

Glossary

Help on Help

All Help Contents

Glossary

Help on Help

All Help Contents