Enter a Task in the To-Do List

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Create a recurring to-do task

Set up action item and event log options

Perform other action item and event tasks

Read the action items and events overview

The to-do list in the Action Items window lets you enter activities or reminders that you need to track when running your business.

  1. From the Tasks menu, select Action Items. Sage 50 displays the Action Items window.
  2. Select the To Do tab. Sage 50 displays the current system date along with existing to-do items.
  3. To enter a to-do item, select a blank line in the list. Then, enter the date and a brief note describing the item that needs to be done.
  4. For an existing to-do item, you can select the check box if the item is completed.

    Note: To-do items remain listed even after acknowledging that they are complete. To remove a to-do item from the list, select the Delete button.