User Guide

Lesson II—Basic Procedures
Using Action Items
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From the Tasks menu, select Action Items.
Entering a To Do Action Item
1 Select the To Do tab.
2 Click in the Notes column, on the next available line of the To Do list.
3 Enter a brief message, like Make flyers for new promotion and press
e.
4 You can change the date if you like, but the default (automatically
displayed date) is fine for our purposes.
5 This action item will appear on your To Do list until it is marked as
completed and you delete it.