Field Name

Field Description

Refresh

Updates changes made

Display Date Range

User selected date range displays records due in 30, 60, 90 days or All. For example, if you are unable to find a Todo or Event in your list, be sure to check the date range displayed. It's possible that the Todo or Event was created beyond 30 or 60 days depending on the setting. Click  "All" to display all Todos or Events.

Hide Done Items

When checked "Done records are not displayed

Add

Adds a new Todo, Event, or Progress Update when in one of these workspaces in the User List

Find

Finds a record in the To-do, Event, or Progress

Search the entire database for a record

Save As

Save as option allows records to be saved as other data types. This option helps to minimize the need to copy content from one record to another

Import

Outlook data and/or a web site URL

Multi-Edit

Change multiple records at once- Privacy, Who, Due Date, Related Goal, or Status

Delete

Deletes the record

Edit Details

Edit Todos, Events or Progress

Email

Exports and email from ManagePro directly to your default email exchange*

Print

Prints the view

View Audit

Enables you to view a log of User Access to ManagePro™

View Configuration

Enables customization of the view so that fields can be added or removed. This is an Administrator's function