To-Do List

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Clicking Miscellaneous To-Do List on the Menu Bar will display a list of all today's to-do list items. You can sort the list by any column by clicking the column heading. Click the same column heading again to sort in the opposite direction.



To find a to-do list item, just click a field in any column you want to search (i.e. Task) and start typing. Quick Estimator™ 2005 will move to the nearest match. Keep typing until you find the one you want.

You can mark an item as completed without opening it by checking the Completed check box.

Click the Options button will display the drop-down menu show below.


Select Add New To-Do List Item to add a new item.

Select View Details to show the notes for each item. Select again to hide.

Select Print to open the To-Do List Print Options Form. See the Printing To-Do List Items topic.

Select one of the bottom five options to view the desired time period of items.

There are different types of to-do list items, each represented by a different icon.


Double-clicking a row will open the To-Do List screen where you can view or edit the complete details for the item.



Use the Browse drop-down list to browse through your items. You can also search for a item by typing a task in the Browse drop-down list. As you type the list will filter out the closest matches. Keep typing until you find the one you want. Hit the Enter key to move to that item.

Items that were added automatically by Quick Estimator™ 2005 will be related to either a customer, project or estimate. If it is related to one of these, the name will be a link next to the Related To label. You can click this link to open the related item. These items will also have a lot of information in the Notes field.

Clicking the Options button will display the drop-down menu shown below.


Select Add New To-Do Item to add a new item.

Select Print to print To-Do List Items.. See the Printing To-Do List Items topic the learn more.

Select Delete Entry to delete an item.

Adding A New To-Do List Item

First select the Entry Type. This would normally be Manual Entry which is the default but you can choose any one.

Next select the Due Date. You can also optionally select a Start Time and End Time. The times are in half hour increments. This is useful if the item is an appointment. Click the Time Chart button to view available times for that day. See the Time Chart topic to learn more.

You can optionally select the employee this task will be assigned to from the Assigned To drop-down list. This is useful for example if you have more than one estimator. To clear the Assigned To field, click the button next to it.

Next enter a description of the task in the Task field. You should make it descriptive enough that you will easily know what it is about without having to read the notes.

You can add additional information and notes in the Notes field.

There are four custom fields you can use to store additional information about the to-do item. To edit the names of the custom fields, click Setup / Tools on the Main Bar, then click Set / Defaults and then click Custom Fields.

When a task has been completed, check the Completed check box.

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