To Do List Product Support
The XLAutomation development team have put together the following To Do List Help
To Do List...help guidance and videos
Compatibility with Windows
Operating System: Windows only, no support for MAC OS
Microsoft Office: Office 2007 and above
Enable Macros: All our workbooks require Macro's to be enabled and trusted.
Installing To Do List
After the purchase of To Do List you are provided with a "Download" link to download an installation file. You are also provided with a Serial Number to use during the product activation. Ensure that you keep a hard copy of your Serial Number for later use
After clicking on the "Download Now" link the "To_Do_Lost_Pro.xlsm" file will be saved to your desktop. Select an appropriate location for the workbook to stored. Once saved double click on the file to start To Do List Pro
Add & Delete To Do Items
Change the Default Sort Order
Due Date Warning
Once you have specified the Number of Days for the Due Date Warning select Update. The changes to the Number of Days will be applied to the To-Do-List and any change in cell formats applied to the existing items.
Add & Update New Categories
To change or add categories to the list of possible categories for the To Do List select the Configuration button on the To Do List Menu.
After selecting the Configuration button on the To Do List Menu. To Update an existing Category, select it from the list on the left and then modify it in the text box on the right. After the modification is complete select Update and the change will be applied.
To Add a new Category simply type that value into the text box on the right and select Add. If the Category does not exist it will be added to the list of available categories and displayed in an updated list on the left.
Note: To ensure that you can effectively use Category as a sort on the To Do List, we suggest that you include a number before the text of your category. This then allows the To Do List to be sorted in an order based on how you want the Categories to be displayed.
Change To-Do-List Formats
To change the To Do List Item formats for the To Do List select the Configuration button on the To Do List Menu.
After selecting the Configuration button on the To Do List Menu. To update a format simply select the Cell Type format that needs to be updated. The worksheet behind the form will then be changed to show the "Reference" worksheet.
The Cell Type will be selected ready for you to change the format. Simply change the background and font color using Excel's built-in Format Cell feature. When you have updated the format click Update and the new format will be applied to the To Do List. Repeat this process for each of the Cell Types and the formats will be changed.
Note: Do not change any of the values within the cells that are being re-formatted. Changing the values in those cells could result in problems for the processing of the To Do List functions and features.