To Do list

The To Do tab in the Appraisal Desktop's Info Pane works similarly to the way it does in the Notes PowerView. To edit a report's To Do list:

1. Select a report in the Appraisal Desktop.
2. Click the To Do tab in the Info Pane.
3. Click Edit in the toolbar below the Info Pane tabs.

   

4. Then, perform one or more of the following actions:
   • Check the box next to an item in your To Do List to mark it as complete.
   • Click Add Item (  ) to add new entries to your To Do list.
   • Double-click an existing entry to edit it, and then press Enter or click somewhere else on your screen to save the changes.
   • Select an item, then click the up and down arrows (  ) to rearrange and adjust the order of the list, or click the red X (  ) to delete it.
   • Click the disk icon (  ) to save the current To Do List as a template, or click the folder icon (  ) load a previously saved list. To load the same To Do List for every report, check the Default box on the upper right when saving or loading a To Do List.
5. When you're finished, click the Save icon to save your changes.