Difference between revisions of "To-Do List"
From WHMCS Documentation
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The to do list allows you to add tasks that need to be finished, the dates they are due for completion, and the assigned admin. | The to do list allows you to add tasks that need to be finished, the dates they are due for completion, and the assigned admin. | ||
| − | You can | + | You can access this feature at '''Utilities > To-Do List'''. |
==Add an Item== | ==Add an Item== | ||
To create a new to-do item: | To create a new to-do item: | ||
| + | |||
# Click '''Add Item'''. | # Click '''Add Item'''. | ||
# Choose a date. | # Choose a date. | ||
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==Automated To-Do Item Creation== | ==Automated To-Do Item Creation== | ||
| − | You can enable automated domain-related To-Do entry creation at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' | + | You can enable automated domain-related To-Do entry creation in the '''[[Domains_Tab|Domains]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''. |
Latest revision as of 18:48, 9 May 2022
The to do list allows you to add tasks that need to be finished, the dates they are due for completion, and the assigned admin.
You can access this feature at Utilities > To-Do List.
Add an Item
To create a new to-do item:
- Click Add Item.
- Choose a date.
- Enter a title.
- Enter a description. Item descriptions have an unlimited length.
- Select a due date.
- Select an admin to assign the to-do list item to them.
- Select a status for the to-do item.
Admin Dashboard
The To-Do List widget in the Admin Area Dashboard displays due items from your to-do list.
Automated To-Do Item Creation
You can enable automated domain-related To-Do entry creation in the Domains tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.