Page tree
Skip to end of metadata
Go to start of metadata

With the right security privileges, you can create a To Do task for an event or a generic To Do task not related to any event.

To Create a To Do Task For an Event

1. Access the Create "To Do" Task Window

Find and open the event you want to create a To Do task for, then choose Create Task from the More Actions menu.

Select Create Task from More Actions
Image: Select Create Task from the More Actions display in the Event Details.

2. Enter Task Name and Comments


Image: The task details can be completed from the More Actions menu.

Add a name for the task, any comments, and select task completion due date.

In the Create Task display that opens, enter a name for the task and any comments you want to make about the task, then select the task completion due date. Task name and completion due date are required. You are listed as the task assignee by default.

3. Assign the Task

If the person (25Live contact) you want to perform the To Do is someone other than yourself:

    • Click or tap Edit link near Assigned To
    • Type all or part of the contact's name to search
    • Select the contact from the displayed list, then use the Done


Task in Event Details
Image: Example of created To Do task in Event Details Task List view.

4. Generate the Task

Click or tap Create to generate the To Do task and add it to the tasks associated with the event. Close the confirmation window.

You may need to use the Refresh button to see your new task.

To Create a Generic To Do Task

1. Access the Tasks View

From the 25Live Pro Home page, use the Tasks link in the top navigation bar.


Image: Use the Tasks link in the top navigation bar.

2. Create the Task

Use the Create "To Do" Task button to start the process.

button location
Image: Use button to create the new task.

3. Add Name of Task and Comment


Image: The Create "To Do" Task display lets you add task details.

In the Create "To Do" Task window that opens, enter the Task Name, any Comment

4. Assign the Task and Set Due Date

You are listed as the task assignee by default.

If the person (25Live contact) you want to perform the To Do is someone other than yourself:

    • Click or tap Edit below Assigned To
    • Type all or part of the contact's name
    • Select the contact from the displayed list, then use the Done button

Then, select the task completion Due Date,

Click or tap Create to generate the task. Close the confirmation window.

You may need to use the Refresh button to see your new task.




Copyright © 2021 CollegeNET, Inc.  Note: This information is for CollegeNET Series25 customer use only.
Series25 Customer Resources • Terms of Use •  Privacy Policy • Learn About Series25 • Contact CollegeNET