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To-Do Lists

TroopManager Plus
User Documentation

 

The To-Do List screen is one of the most complex in TroopManager Plus.  Fortunately you can ignore most of the features unless and until you have a large number of to-list items.

Basic Operations

Begin by entering a short description of the task and a date the task is due.  That's all you really need to get started.

Options:

bulletAssigned To:  enter a scout, adult or any other entry to assign the task to someone.
bulletPriority:  select a priority level (high, medium or low) to help prioritize tasks.
bulletCompleted: check the box when the task has been completed.
bulletCalendar: check the box to indicate the task should be included in calendar reports.

Filtering the List

By default the screen lists all tasks.  You can optionally filter the list by any combination of task details.  For example, suppose you are about to call a scout's mother on the phone, you can quickly take a list of all tasks assigned to that parent (or scout) that are due in the next month.  Or, while planning your next meeting, take a look at all overdue and incomplete tasks.

While the list is filtered, you can optionally delete all tasks shown, or print a report that includes all tasks shown.  For example, filter the list for all tasks completed in the last week and then delete them.  Or, filter the list for all tasks that are due next week and print them.

Task Details Screen

Click the details button to display a screen devoted to entering details about a specific task.  You can quickly bump the due date up or back a day or week at a time and enter more details about the task.

Additionally, scout and adult assignments can be made by selecting names from the lists.

 

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