The Goldenseal To Do list is a handy way to track tasks and errands that need doing.
HINT-- You can use the To Do list to manage projects, general business tasks, or anything
else that needs to be completed or tracked.
TO DO LIST BASICS
When to Use | Entering Problems | Data Fields | Status
Field | Using Problem Log
WORKING WITH TO DO LIST RECORDS
Entering Records | Changing Records | Deleting
Records | Voiding Records
Finding Records | Sorting Records | Fixing Mistakes
Management Software | Project Management Software | Project Tracking
Actions Taken | Contact Log | Info Log | Problem
Log | Project Log
When to Use the To Do List
The To Do List tracks progress and completion for tasks, errands and similar
items in projects or your general business operations.
Use it for any of the following:
- Annoying errands
- Niggling details
- Tedious tasks
- Undone deeds
HINT-- Use the Problem
Type field to classify tasks, so you can find them more easily later.
Entering To Do Items
To enter a item for the To Do list, follow these steps:
- Choose To Do List from the Costs menu.
- Click the New button, or choose New Record from the Edit menu.
- Enter details about the task.
SETUP HINT-- There are no required fields. You can enter whatever
you need to describe each item.
Enter the following information for each To Do List record record:
Job Class-- Enter the type of job that has the problem.
Job-- Enter the name of the job that has the problem.
Brief Description-- Enter a short description of the problem.
Refer To-- Enter the type of cost account that will be repairing this item.
Account-- Enter the person or business that will be fixing this item.
Action Taken-- Enter the action taken to help deal with this problem.
Details-- Enter more complete details about the problem.
Date-- Enter the date this item was created.
Record Number-- A record number is entered automatically.
Problem Type-- Enter the problem type. You can classify problems however you'd like.
Category-- Enter the cost category that covers this problem.
Subcategory-- Enter the cost subcategory that covers this problem.
Location-- Enter the place where this problem is located.
Deadline Date-- Enter the date when you need to fix this problem.
Date Completed-- Enter the date when you successfully fix this problem.
Checked By-- Enter the employee who checked to make sure this item was actually completed.
HINT-- If you'd like to record the date you double-checked each problem, type it into the Details field. You can also add
a custom date field to record more information about each problem.
To Do List Status
Use the Status popup menu to track progress on this task. You can enter
any of the following status choices:
Entered-- The problem has been entered, but nothing else has been done about it.
Urgent-- The problem is very serious.
Notified-- The responsible party has been notified.
Started-- Work has been started.
Completed-- Work has been completed.
Inspected-- Work has been inspected.
Confirmed-- Work has been double-checked.
Void-- A problem that doesn't need to be fixed, or that is otherwise canceled.
Using the To Do List
As you complete work on tasks, change the Status field. If you'd like, you can track tasks
through an entire sequence of notification, completion, inspection,
and confirmation of completion.
To check progress on tasks, use the Find command to locate tasks so you can check their status.
As each item is completed, change its status.
To see a report of tasks, choose Projects from the Reports menu, and choose To Do List from the submenu.
HINT-- Use the Breakdown field and the Match
fields in the Report window to see items for a specific project, items with a particular status, or items that are
assigned to a specific employee or subcontractor.
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