Clearing Items from To Do List

#Legacy remove, complete, finish items To Do List

Updated over a week ago

"Date of Next Contact" TouchPoint elements can place a desired follow-up task on a user's To Do List. Depending on the type of follow-up, there are different ways to complete the task and clear the item from the To Do list.

Clear "Update" To Do

(set with the Alert Type: Reminder to complete this TouchPoint option):

  1. Click The To Do List Tab

  2. Select the appropriate drop-down and click Go

  3. Find the Participant and Follow-Up Item

  4. Click Update TouchPoint

  5. Make any necessary updates

  6. Be sure to de-select the Schedule Follow-up Alert option selected

  7. Click Save then OK

  8. Return to your To Do List and the Update item will be cleared

Clear "Take" To Do

(set with the Alert Type: Reminder to take a new TouchPoint option):

  1. Click The To Do List Tab

  2. Select the appropriate drop-down and click Go

  3. Find the Participant and Follow-Up Item

  4. Click Take Form

  5. Complete fields

  6. Click Save then OK

  7. Return to your To Do List and the Take Form item will be cleared

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