How to: Create To-dos

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You can create to-dos for all the tasks involving contacts that you want to assign to salespeople or purchasers. You can only assign to-dos to salespeople or purchasers.

You create to-dos from the To-do List window. Depending on where you open the To-do List window from, the window shows to-dos for contacts, salespeople, campaigns, or teams. The following procedure shows how to create a to-do from the Contact card.

To create a to-do

  1. In the Search box, enter Contacts, and then choose the related link.

  2. Select the contact to create the to-do for.

  3. On the Navigate tab, in the Contact group, choose To-dos.

  4. In the To-do List window, on the Home tab, in the Process group, choose Create To-do. The Create To-do wizard opens.

  5. Fill in all the fields in the first window of the wizard, and then choose the Next button.

    The Description field is required and must be filled in before you can choose the Next button. The text in this field will be used as the subject for email invitation. For a Meeting to-do, you must also fill in the Starting Time and the Duration fields if the to-do is not an all-day event.

  6. If the to-do is a meeting, in the second wizard window, select the template for email invitation and its language code. The Attachment field shows whether the invitation for this to-do has an attachment. To view and edit the attachment, select the field. Attachments are available only for attendees of the Contact type.

  7. In the Attendees Scheduling lines, fill in all fields for each attendee.

    Information about a to-do organizer cannot be changed or deleted. The Show Calendar option is only available for attendees of the Salesperson type. The Send Invitation option is only available for contacts and salespeople with an email address.

  8. If the to-do is either Blank or a Phone Call , in the second wizard window, you must fill in the Salesperson Code field or the Team Code field before you can choose the Next or Finish buttons.

  9. Fill in the other relevant fields in the following wizard windows. If the to-do is recurring, fill in the fields in the last wizard window.

  10. When you have entered all the necessary information, choose the Finish button.

See Also

Tasks

How to: Delegate To-dos
How to: Close To-dos
How to: Cancel To-dos
How to: Assign Activities
How to: Create Interactions
How to: Edit Attachments to Meeting Invitations