Bookmark this page Print this page

Diary, Completed and Outstanding

You can tell which appointments and tasks have been completed (i.e. “Done”), because…

  • Tasks have a tick in their “Done” column tick box
  • In the “List” view appointments similarly have a tick in their “Done” column tick box
  • In the “Daily” and “Weekly” views “Done” appointments have a blue bar while incomplete ones have a red one
  •  

    Done Tasks

    To mark a task as “done”, either…

  • click its “Done” tick-box on the “Weekly” or “Daily” view
  • or double-click it, then click its “Done” tick-box on its “Full Details” view, as shown below
  • …where you’ll see it retains the date and time of its creation and completion.

    Done Appointments

    To mark an appointment as “done”, either…

  • click its “Done” tick-box in the “List” view (via the white “List” button on the toolbar)
  • or double-click it, then click its “Done” tick-box on its “Full Details” view, as shown below
  • …where you’ll see it retains the date and time of its creation and completion.

    “Complete” & “Incomplete” View Filters

    You may filter your views so you only see completed or outstanding appointments. Click the “Signpost / Filter” option, then click and thereby tick your preferences with regard to whether…

  • only the “done” records should be displayed
  • only the “outstanding” records should be displayed
  • all  the records should be displayed
  • The example below shows the same week as displayed in the first illustration, above, but with all the “done” items filtered out, so you can clearly see what is still outstanding. Note how the title of the screen (i.e. “Outstanding Diary entries for FAY”) indicates your current filter.