To Do items enables progress tracking and management of workpapers tasks. You can create To Do items for a workpaper period or for an individual workpaper.
To add a To Do item to a period
- Open the workpapers period. See Opening an existing period.
- Click To Do item on the Tasks bar. The To Do Workpaper window opens.
- Click Add. The To Do window opens.
The properties of the To Do item are displayed on three tabs. - Enter the details of the To Do item on the Main tab.
- Click Next. The History tab is displayed.
The History tab shows a record of task assignments. Information is automatically recorded in the table and cannot be altered. - Click Next. The Notes tab is displayed.
The Notes tab lists all the notes which have been added for the To Do item. You can't change the info in the Notes tab.
The table lists the date each note was entered and the title of each note.
New notes are entered on the Main tab (see step 4 above). - If you want to view the content of the note in the text area, click the note in the table.
- Click Finish to save and complete the To Do item.
To add a To Do item to a workpaper
- Open the workpapers period. See Opening an existing period.
- Select and open a workpaper in the table. The selected workpaper window opens.
- Click New To Do on the toolbar. The To Do window opens.
The properties of the To Do item are displayed on three tabs. - Enter the details of the To Do item on the Main tab.
- Click Next. The History tab is displayed.
The History tab shows a record of task assignments. Information is automatically recorded in the table and cannot be altered. - Click Next. The Notes tab is displayed.
The Notes tab lists all the notes which have been added for the To Do item. The information on the Notes tab cannot be altered. The table lists the Date each note was entered and the Title of each note. Click the note in the table to view the contents of the note in the text area.
New notes are entered on the Main tab. - Click Finish to save and complete the To Do item.
