To create individual to-do lists independently of a specific record, use Tasks.
- Go to the
Home tab on the function bar and click on 
Tasks > 
New. - Enter a Subject and click on
to change the status to 
Confidential task.
Note: Without this setting, both your tast and the linked to-do list remain visible to all other users. - To auto-open the to-do list along with the parent record, click on the dropdown triangle next to the window title and select "Open automatically". The setting is user-specific and applies per database table (all tasks), not just this record.
- Open a new
To-Do list in the toolbar and create new to-dos or copy existing ones. 
Save your input by clicking on the icon in the top left-hand corner of the input window.
