Step 3 – Create Documents

To-Do List

• The Navigation toolbar should be visible on the screen. 
• Click the All Forms bar on the Navigation toolbar or press the Tools, Web Links, Help bar, then
• Click the To-Do List icon to open the form.

The To-Do List is a time management tool that has been included in the application to help you organize activities and complete required documentation as efficiently as possible.

The To-Do List Form

The form is a simple word processor that saves a to-do list for each company.

Select the company the to-do list is being created for.

You can enter your own to-do list, copy and paste data from another word processor (using the Ctrl C and Ctrl V buttons), or press one of the buttons on the right side of the screen to paste a list of common activities associated with meetings or the initial application setup.Once the list is in the word processor you can modify it as you wish This form, as nearly any other form, can be kept open while working on a second form so you can easily move back and forth to determine what needs to be accomplished.

You can preview and print the data in a list using the Preview and Print buttons at the bottom of the form.