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To-do lists can be selected as a data source in the general infocenter Info Centre in the Follow-ups.

  1. 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.
  2. 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)".
  3. Select the Checkliste To-Dos as a data source in the infocenter Info Centre follow-ups.
  4. If required, left-click on the data source to Filter Filter by end or follow-up date, or also by to-do lists linked to certain tables.
    E.g.: Events, Accounts
  5. Double-click the linked record and the to-do list in the infocenter Info Center to open and focus automatically on the to-do list.