Converting entries into to do items

If you have an entry in your activity that you want to assign to a specific member or if the entry has a due date that is before the due date for the whole activity, then consider converting the entry to a to do item.

Before you begin

You must be an activity owner to convert an entry to a to do item.

About this task

Converting an entry to a to do item adds a check box to the item so you can check off the item when it is completed.

Procedure

To convert an entry to a to do item, open an entry, and then complete the following steps:

  1. Click More Actions > Convert to To Do Item.
  2. The To Do field is pre-filled with the title of the existing entry. If you want to change the contents to a better description of the to do item, then edit the field.
  3. If you want to assign the to-do item, specify a due date, or edit any existing fields, click More Options. At a minimum, verify the assignment and assign a due date.
  4. By default, the task is assigned to Anyone (shared). Any member of the activity can perform the task, and then check it off after it is completed. To assign the to-do item to a specific member, click Choose a person, and then perform one of the following actions:
    • Standard activity:
      • To assign the to-do entry to a specific person, select Individual activity members, and then select the persons name from the list. To find people, scroll through the alphabetic list of names or type a name into the Type to filter this list field.
      • If the activity is shared with a community, then you can assign the to-do item to a community member by selecting Community: community_name where community_name is the name of the community, and then selecting the persons name from the list.
    • Community activity to which all community members were added:
      • Select the persons name from the list. To find people, scroll through the alphabetic list of names or type a name into the Type to filter this list field.
        If the activity has more than 500 members, you can click Next to see additional names.
        Note: The filter searches the names on the current page only. If there are multiple pages, click Next until you get to a page with names in the same alphabetic range as the name you are looking for, and then type the name into the filter box.
    • Community activity to which only a subset of community members were added:
      • Select Individual activity members, and then select the persons name from the list. To find people, scroll through the alphabetic list of names or type a name into the Type to filter this list field.
        If the activity has more than 500 members, you can click Next to see additional names.
        Note: The filter searches the names on the current page only. If there are multiple pages, click Next until you get to a page with names in the same alphabetic range as the name you are looking for, and then type the name into the filter box.
      • To assign the to-do entry to a community owner, select community_name (community owners) where community_name is the name of the community, and then select the owners name from the list.
  5. In the Due date field, assign a date by which the to-do entry must be completed. Type a date or choose a date from the calendar control.
  6. Edit any of the other fields in the to do item that are pre-filled with entry content.
  7. Click Save.



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