My ToDo List Page 1082 views

Summary

• What is My ToDo List?
• Special features of My ToDo List
• How to view a task
• How to add a new task
• How to edit a task
• Using the 'due-date' feature
• Assigning a task to someone else
  
• Mark a task as complete
• Showing your completed tasks
  
• Postponing a task
  

What is My ToDo List?

Whether you have your wedding plans in hand or have no idea where to start, WeddingPath can guide you through each step along the way, using My ToDo List.

First make sure you set your wedding date in the Planner's Home Page. My ToDo List will then be set up with when and what you need to do before the big day.

Special features of My ToDo List

• We will create your ToDo List with all the main tasks you need to think about when planning a wedding.
  
  
• You can assign tasks to other people (friends, family, wedding party, wedding planner etc) and they will be notified via email that a task needs to be completed.
  
  
• New tasks are created with a "due by date", either set from a date picker screen or by countdown to your wedding date - so if you set a "due by date" of -3m, we will calculate the date 3 months before your wedding day.
  
  
• Items are colour coded according to when they need to be done: RED means you should really have done this by now, YELLOW is "do this today", BLUE is to do at some future point.
  
  
• You can set tasks to be designated as complete, removing them from your "active tasks" view. You can postpone tasks by a specified amount of time and we will remind you nearer the new due date.
  
  
• If you use your budget page to specify payment dates and amounts to suppliers, we will automatically create tasks for you to pay those suppliers, including info about how much, and payment details.
  
  
• We will remind you by email when things need to be done!

How to view a task

Click on a task to make it highlighted in pink

Your task is then shown in full

How to add a new task?

Click on Add Item, circled in red below:

Fill in the box with the details of your new task

Click ok to save your new task details (or cancel)

How to edit a task?

Click on edit, as circled in red below:

Fill in the box with your new edited details

Click ok to save your new information (or cancel)

Using the 'due-date' feature

You can set the 'due date' for each task exactly how you want:

- Enter the date manually in the format dd/mm/yyyy Eg. 14/02/2010

- Click on the date-picker icon, as circled in red below


This will bring up a date selector:

- Set your wedding date in the Planner's Home Page then use our date countdown. If you type "-3d", we will calculate a date 3 days before your wedding, "-3w" will calculate 3 weeks before your wedding, "-3m" will calculate 3 months before your wedding day. You can also type "mon" or "tue" etc for NEXT Monday or Tuesday. Leave the field empty and we will set that task's due-date for a week's time.

Assigning a task to someone else

When you are creating a new task, you can assign it to up to three other people. Your chosen 'assignees' will receive details (via email) of the task and reminders nearer its due date. When you add or edit a task, you can enter up to three email addresses by clicking add another email.

The task will then be shown with assignees as circled below:

Mark a task as complete

Click on mark as complete, as circled in red below

The task will then be shown as complete:

If you return to the ToDo List the task will not be visible unless you opt to show your completed tasks (see next).

Showing your completed tasks

We do not clutter the page with completed tasks unless you want them to be shown. To show completed tasks just click on the checkbox circled in red below:

Postponing a task?

Click on postpone task (to the right of the red circle in the image above). You can then choose how long to postpone the task by: