Siebel eFinance Guide > Activities > End-User Procedures >

Managing the My To Do List

In Siebel eFinance, an end user's My To Do List view shows all To Do items assigned to the end user. End users can create these To Do items using any one of the views from the Activities screen. Typically, end users can use their To Do Lists to help manage their daily activities.

To manage the My To Do List

  1. Navigate to the Activities screen.
  2. From the Show drop-down list, select My To Do List.

    The Activities list shows all the activities in your My To Do List.

  3. In the Activities list, drill down on the Type hyperlink.
  4. Click the More Info view tab.
  5. In the More Info form, click the show more button, and complete the necessary fields:
    • To indicate an activity is over, select Done in the Status field.
    • To explain the change to the activity information, complete the Comments field.
  6. To add an attachment, click the Attachments view tab, add a record, and complete the necessary fields.

 Siebel eFinance Guide 
 Published: 20 October 2003