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Help Centre

To-do List

AVAILABILITY: FPMS  | FPMS Pro  | Find out the difference...

Prerequisites:

In order to compete this action you need to log in to FPMS Pro and browse the PM Web Tools. See the "Logging In" help article and Getting Started with FPMS Pro for more details.

Before using the To-do List you must have added your staff contact details into the Staff Members section. See Staff Members

What does it do?

    • The to do list allows you to create tasks for users or groups of users.
    • You can organise absences into different types: holiday, sick, study or other. 
    • You can filter the Holiday Planner by date, type, staff member

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How do I add a To-do List item? 

Select the + icon (1 in the above figure) to create a new To Do List.

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  1. Enter the Due Date
  2. Type in the type of the item
  3. Add your content
  4. Select if this applies to everyone or a specific member of staff
  5. Save

How do I view my To-do List items? 

All your To Do items will be displayed when you first open up the To Do List Tool.

How do I mark a To-do List item as complete?

Click in the To Do item and then tick complete box next to status.

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IMPORTANT - A user id does not have to be linked to a member of staff. However, if you want the user to be able to participate in conversations and use to-do items then you must link them by choosing a staff member from the 'Linked To' list.

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