To-do lists can be selected as a data source in the general Info Centre in the Follow-ups.
Enter a Responsible user for each to-do item. This field defaults to the responsible for the parent record. Only the responsible persons sees the to-do list in their Info Centre.
Enter either an end date or a follow-up date. Important:To-do entries without end or follow-up dates are only shown in the Info Centre if a filter is set for "All to-dos (creation date)".
Select the To-Dos as a data source in the Info Centre follow-ups.
If required, left-click on the data source to Filter by end or follow-up date, or also by to-do lists linked to certain tables. E.g.: Events, Accounts
Double-click the linked record and the to-do list in the Info Center to open and focus automatically on the to-do list.