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To-do List Window

Shows the to-dos that have been assigned to salespeople or teams. To-dos can be linked to contacts and/or campaigns. This window displays different information depending on where you open it from. For example, if you open it from a contact card, you can see the to-dos in which that contact is involved.

In this window, you cannot insert to-dos directly. The program automatically inserts a new line each time you create a to-do using the Create To-do wizard.

Canceled and closed to-dos are displayed at the end of the list.

For Help about a specific field, click the field and press F1.

Tip

For more information on how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For assistance in finding specific pages, see Search.

See Also

Reference

To-do

Other Resources

How to: Delegate To-dos
How to: Delete To-dos
How to: Create To-dos
Recurring To-dos
How to: Assign Activities
How to: Create Interactions