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Siebel CRM Fundamentals
Siebel Innovation Pack 2015
E24770-01
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Adding To Do Activities to the To Do List

The To Do list appears in the Calendar screen to the right of each calendar view.

To Do activities have the following characteristics:

To add a To Do

  1. Navigate to the Calendar screen.

  2. In the To Do list, click New.

    A blank row appears.

  3. Enter values in the Description and Due fields and step off the record.

    To add further information, drill down on the To Do by clicking the Description hyperlink.


    Tip:

    You can also add a new To Do item by creating an activity and selecting To Do and Activities from the Display In drop-down list.