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Search, filter and sort your to-dos

To-do entries can be searched, filtered and sorted.

  1. Go to the Basis Home tab on the function bar and click on Checkliste To-Dos > suche Search to find all existing to-do entries regardless of their parent record (accounts, events, etc.).
  2. Enter your criteria and click on suche Search. If necessary, refine your results by using the matchcode field in the toolbar.
  3. Double-click on the entry you want to open both the parent record and the to-do list focussed on the selected line.
  4. Use the fourth icon from the left to search by Progress. The status is not set actively, but results from the degree of completion entered per line. Each entry can have several statuses at the same time.
    1. Aktiv Active: are all tasks that have not been archived
    2. neu 0%: are all tasks for which no progress has been entered yet
    3. abspielen 1-99%: are all tasks for which a percentage of progress has already been noted
    4. Offene Mengen < 100%: all unfinished tasks
    5. ok 100%: are all tasks whose progress has reached 100%
  5. Use the fifth icon from the left to select by AdressTyping Category. Categories are user-defined in the expandable picklist in the lower part of the window. Select AdressTyping All to see entries of all existing categories, as well as those without a category.
  6. Entries serving as headings/for structuring are marked by a No Show Hide flag in the drop-down list of priorities. These entries are not displayed in the Info Centre.
  7. Emphasise individual lines using the Schriftstil font style (bold, underlined in italics). This formatting also affects lists.
  8. Save your preferred settings for to-do-lists by clicking Save Options Save settings in the toolbar.