Why do my actions disappear from my ToDo list when I complete them?
The ToDo list filters out completed actions by default. The action will still show on the Action tab list for the task it is contained in. If you want to see completed actions on the ToDo list, select the All inc Completed filter, or create a custom filter with Show completed checked
Why can I see an action on a task Action list, but not on my ToDo list?
This could be because:
- The ToDo list filter has filtered out the action or
- You are not in the action team.
Why can't I edit task details for some tasks?
If you are not responsible for a task, or a delegate, you cannot edit task information. You can suggest actions, resources, assumptions, and objectives.
How do I suggest actions?
If you are not responsible for a task, or a delegate, you can only suggest actions, by clicking on the Add button on the Action list header.
Why doesn't my suggested action appear on my ToDo list, even though I am in the action team?
Suggested actions will not appear on any ToDo lists until they are accepted by the person responsible or delegate for the task.
How do I suggest resources?
If you are not responsible for a task, or a delegate, you cannot edit task information. You can suggest resources, by clicking on the Add button on the Resources list header.
Why is the amount I entered in a suggested resource not added to the total cost?
Suggested resources do not take effect until they are accepted by the person responsible or delegate for the task.
Why does the Add/Edit Action window look different for an action that belongs to a Draft task?
Because the rules for draft tasks are different to normal tasks, there are also some restrictions on actions belonging to draft tasks:
you cannot;
- add an reminder,
- synchronise to Outlook
- complete the action.
Therefore the columns for Outlook and Reminders do not show, and if you try to complete the action, a warning shows.
Is it possible to open document links (eg. for Word/Excel) in their actual program, instead of IE?
Yes you can. In Windows Explorer click on the "Tools" menu -> "Folder Options" -> "File Types" tab -> select "XLS" -> click "Advanced" -> and disable the "Browse in same window" checkbox.