thankQ Help

Actions can be used to create checklists so a record can be kept on whether say the Caterers have been confirmed with menus etc. and also to make sure the Venue is confirmed and everything has been arranged for table arrangements, seating, lighting, music etc.

As the items are completed the Action can be completed so it is recorded against the Event.

1.Click on the Actions tab under the Event

2.Click on the + top right to create the Action

3.Select a Category from the drop down

4.Enter a Subject for the Action

5.Enter or select a Due Date and Start Date

6.Enter some comments into the Narrative window to remind the Assignee what is required

7.Click OK

8.Right click in the Assigned to window

9.Click Add User

10.Select the User to be assigned the Action

11.Select the Reminder Date

12.Select the Reminder Time (24 hour clock)

13.Click OK

14.Click Close

15.Click Refresh on the Event