To-Do Items Screen

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figure 14.50

To-Do Items Screen Active Toolbar

The icons and tables below are for reference. They are identical to options in the right-click menu of a case’s To-Do Items screen. For option descriptions, see the “To-Do Items Screen” section of this chapter.

New Item Package Detail

Save Search for Text

Print Multiline Option

Delete Grouping Data

Complete To-Do Item Exit Card File

Uncomplete To-Do Item

To-Do Items Screen

Any to-do items associate to the case are visible here. See below for information and features of this screen.

(When a case is open, click the “To-Do Items” case screen on the left column of the case window.)

1. Viewing Options This field will set the default view for each user. In the “View” drop-down menu, select “Normal” to view a list of to-do items, or select “Package” to see the items categorized by packages. In the “Show” drop-down menu, you can select which type of items you want to see—all non-completed, all completed, all deferred, etc.

2. To-Do List Displays to-do items assigned to a user.

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3. To-Do Item Detail Displays various attributes about the selected to-do item, all of which can be edited directly from these fields. See the “Creating a New To-Do Item” section below for details about these fields.

4. Right-Click Menu Select and right-click a to-do item to see the most options in the right-click menu. Right click-menu options include:

New Item: Opens the To-Do Detail window where you can enter details of the new to-do item. See the “Creating a New To-Do Item” section of this chapter for more information on this feature.

Save Changes: Saves any recent changes you may have made to the selected to-do item.

Print: Opens the Print Options window where you can print a selection of to-do items. See the “Printing To-Do Items” section of this chapter for more information on this feature.

Multiline On: Causes comments to stack above and below to-do items rather than on the same line.

Grouping Data: Opens a simple window that prompts you to select a category.

Selecting a category in this new window sorts the to-do items by groups of that category. You can reset the grouping by reopening the window and clicking

“Remove Group.”

Complete To-Do: See the “Completing a To-Do Item” section later in this chapter.

Uncomplete To-Do: This option is only accessible in the “Completed” folder of the Scheduled Events screen. Uncompleting an item returns it to the “All Non-Completed” folder with the rest of the non-completed to-do items. See the

“Uncompleting a To-Do Item” section later in this chapter for more information on this feature.

To-Do Package Detail: Opens the To-Do Package window which contains the selected to-do item and other items in the same to-do package.

Search: Opens the To-Do Search window. See the “Searching for a To-Do”

section later in the chapter for more information about this feature.

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figure 14.51

Close: Exits the currently-opened case.

Creating a New To-Do Item

Refer to this section if you clicked “New Item” in a case’s Scheduled Events screen. Here you can enter details of a new to-do item. (Open the To-Do Items screen. Right click in the to-do items list. Click “New…” in the right-click menu.)

1. Matter Inserts the case name the to-do item belongs to.

2.

Reminder/Deadline

Select the reminder and deadline dates for the selected to-do item.

3. For Displays which user is responsible to complete the to-do item. Defaults to the user who is creating the to-do.

4. Type The to-do item type can be selected here.

5. Task This field contains the heading/title of the to-do item.

6. Priority You can select from highest to lowest priority to set this to-do item’s importance among other to-do items on this case.

7. Notes In this field, you can enter comments reflecting the nature of the selected to-do item.

8. Status and Percent Complete

For the status, you can view or change the current status of the to-do item—“Not Started,” “In Progress,” “Deferred,” etc. For the percent complete, either enter a number or click the up/down arrows to adjust the percent, indicating how complete the to-do item is.

9. Notes Enter any notes regarding the status of the to-do item here.

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figure 14.52

Click “OK” when you have finished entering details to add the to-do item to the list in the To-Do Items screen (figure 14.49).

Printing To-Do Items

Refer to this section if you clicked “Print…” in a case’s Scheduled Events screen. Here you can learn how to print a selection of to-do items. (Open the To-Do Items screen. Right click in the to-do items list. Click

“Print…” in the right-click menu.)

1. Based On: Select how you want the to-do items to be arranged: by deadline date or by reminder date.

2. Start on and Through: Select the start and end dates for the system to pull entries from.

3. Pending or Completed: Select which type of to-do items you want to be printed—pending or completed.

(Descriptions continued below…)

4. Other Options Check or uncheck these options to include or exclude their respective functions to the print-out.

To-do Notes: Include the to-do item’s notes or not.

Work Progress Notes: Include work progress notes or not.

Page Break on User: Separate users by page breaks or not.

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Add Separator Line: Separate the items by lines or not.

5. Sort By Mark the “Style“ check box to sort the print-out by its style. Select the “Reminder Date” option or “Deadline Date” option depending on which sort order you want.

Mark the “Reverse Date Order” if you want the earliest dated to-do item to appear on the top of the print-out, or uncheck it to have the latest dated to-do item on top.

If you would like to see how the print-out will look like without printing it, click the “Preview” button on the right. If you are ready to print, click “Print.” You can also adjust printer options by clicking the “Print Setup”

button.

Completing a To-Do Item

Refer to this section if you clicked “Complete To-Do” in a case’s To-Do Item screen. (Open the To-Do Items screen. Right click an item in the to-do items list. Click “Complete To-Do” in the right-click menu.)

If the to-do item you completed is a standalone item (not part of a to-do package), a prompt will ask you if you want to complete the item. When you click “Yes,” the to-do item status will change from “Non-Completed”

category to “Completed” in the Case To-Do Items screen.

Uncompleting a To-Do Item

Refer to this section if you want to “uncomplete” (revert the completion) of a to-do item in a case’s To-Do Items screen. (Open the To-Do Items screen. Select “All Non-Completed” in the “Show” menu at the top of the window. Right-click an item and click “Uncomplete To-Do” in the right-click menu.) Please note that these features can only be done within a Case To-Do items screen.

Once you click “Uncomplete To-Do,” the item will be returned to the “All Non-Completed” group where you can view and edit it like before.

Searching for a To-Do

Refer to this section if you want to search for an item in the To-Do Item screen. (Open the To-Do Items screen. Right click an item in the to-do items list. Click “Search” in the right-click menu.)

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figure 14.53

1. Date Range Select the start and end dates for the search.

2. Reminder, Deadline or Completed Search for To-Do items either by the reminder date, the Deadline or completed date. Reminder is the first day the item appears on the users desktop; deadline is the date the item should be completed, text turns from black to red, and completed.

3. Search Text Enter your keywords for the filter and then mark the “Task” and/or

“Notes” check boxes if you want the search to include those components in the search.

4. Type To narrow the filter, you can use this drop-down menu to select which type of to-do item you are searching for.

5. Priority To narrow the filter, you can use this drop-down menu to select the level of priority of the item you are looking for.

6. Status Select “Pending” or “Completed” to indicate the status of the item you are looking for.

7. User and Matter To narrow the search, you can select a specific user and a case from these fields.

Click “Search” when you have entered the appropriate keywords and settings for the search, and the results will appear in the white space at the bottom of the window. Click “Print” to get a print-out of the search results. Click “Reset” to clear all the fields.

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