Linking Additional Information To A To Do Entry

Additional information may be linked to a To Do entry using characteristics. For example, when creating a manual To Do entry, a user may define the account related to the To Do.

When creating an automatic To Do entry, the program that generates the To Do may link related data to the To Do using characteristics. Use system algorithm to link related entities. For manually created To Dos, the valid characteristic types that may be linked to the To Do entry must be defined on the To Do type for that To Do entry.

If your To Do entries reference characteristics that are related to your global context data, you may want to configure an control central alert algorithm to display an alert if a related entry is Open or Being Worked On.