You can create a to-do list in a Microsoft® Office document and post it to an activity.
Before you begin
You must be configured to use Activities to use this feature. See the topic Configuring the IBM Lotus Connections Plug-in for Microsoft Office and Microsoft Windows
About this task
Creating a to-do list in Microsoft Word is a great shortcut for quickly creating action items. When you create a to-do list and post it to an activity, each item is posted as a separate to do. You can then go into the activity and assign the to-do items to activity users.
- Open a document in any of the Microsoft Office applications.
- To create multiple to dos, do the following:
- Create a list with each to do on its own line.
- Select the list.
- Click Lotus Connections above the editing area (Office 2003) or the Connections ribbon (Office 2007 and Office 2010) and select Add To Do Items.
- Do one of the following:
If you did not start with a to-do list, you can enter one or more to dos now, or you can add to the list.
Click More Options to do any of the following:
- Select an existing activity.
- Create an activity. Assign a name and optionally fill out the Tags and Activity Goal field for the activity. You can also assign a due date and invite users to join the activity.
Click OK to save the to do to the selected activity.
- Enter a name in the Assigned to field to assign the to do to another activity member
- Enter a Due date when the to do should be completed.
- Enter a Description for the to do.
- Assign one or more Tags to categorize the to do item.
- Mark the to do as private if you do not want other members to see it.
When you open the activity, your file is available as an entry.
Parent topic: Using the IBM Lotus Connections Plug-in for Microsoft Office and Microsoft Windows