Siebel CRM Fundamentals Guide Siebel Innovation Pack 2016, Rev. A E52425-01 |
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The To Do list appears in the Calendar screen to the right of the calendar format.
To Do activities have the following characteristics:
They are activities that have a Type field value of To Do.
They carry forward every day until they are marked complete.
They do not appear in the Calendar itself.
Note: Alternatively, you can add a new To Do activity in the Activities screen and select To Do and Activities from the drop-down list for the Display In field. |
To add a To Do activity
Navigate to the Calendar screen.
In the To Do list, click the plus (+) icon.
A blank row appears in the list.
Enter values in the Description and Due fields.
(Optional) To add more information to the activity, drill down on the Description field hyperlink of the activity.