This page is dedicated to providing help and support for To Do List Pro. The To Do List developed by XLAutomation is a simple and effective way to make sure you remember those important things in your daily life. If your question is not answered below then please Contact Us and we will include it to this page or the To Do List Pro support forum.
Overview of "To Do List Pro"
We've listened to our users and have now included the following new features to the updated version of To Do List Pro. Combined with the existing features of this great product it is now an even more useful tool to help you get organised.
Configure the Number of Days for Due Date Warnings to be shown
Custom Sort Order using any column within the To Do List
Configure the Cell Formats for Overdue, Completed and Warning To Do items
Add and Update Category descriptions
The existing features have been revised and improved to simplify and optimise the To Do List.
Delete and Add To Do items with the click of a button
Automated format changes based on Status and Due Date, to give clear indication of Overdue or Upcoming items
When an item is marked as completed it will be sorted to the bottom of the list and reformatted
User defined fields for Categories, Status and Priority
Use the links below to quickly access the Help section you are after or browse the whole page to review the To Do List support information
To Do List is only compatible with Windows Operating System workstations. It will NOT work for MAC workstations.
It has been designed and built to operate most efficiently with version of Excel 2007 and above. It will work with earlier versions of Excel but only in compatibility mode.
Installing To Do List Pro
After the purchase of To Do List Pro 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
Features and Functionality
The following provides a description of the general features and functionality for To Do List Pro. For step-by-step instruction refer to the video on Features and Functionality.
Add & Delete To Do Items
To ensure that the sorting and formatting is maintained in the To Do List you need to Add or Delete Items using the provided Add and Delete functions on the To Do List Menu.
If you choose to Add or Delete Items via a standard Excel insert function some formulas and formatting may not be copied and as a result some of the To Do List functions will no longer work.
When you select Add New Item from the To Do List- Menu, a new Item will be added to the bottom of the existing To Do List items with a new Reference number incremented from the last Reference number. To Add more than one item simply hit Add as many times as required to create the number of items needed.
To delete an existing item or items, simply go to the "To Do List" spreadsheet select a cell or cells for the items that are to be deleted and then select Delete Items. The routine will then determine the rows that have been selected and will display a confirmation message for you to confirm the items that are to be deleted. Once you have confirmed the deletion, the rows will be deleted and the To Do List updated for review
Update To Do List
To update the display and sorting for newly added To Do items, simply click on the To Do List Menu function "Update To Do List". The existing items will then be re-formatted and re-sorted based on the current configuration settings. Each time the To Do List is opened the To Do List will be updated
To change the formatting or sort options that are applied as part of Update To Do List, simply access the "Configuration" function on the To Do List Menu and update the settings as needed.
This function is limited in the Free version to a set number of Updates. Once those Updates are exceeded the Free To Do List will no longer perform Update To Do List.
The following provides a description of the configuration functionality for To Do List Pro. For step-by-step instruction refer to the video on Configuration
Change the Default Sort Order
The default Sort Order can be changed in the To Do List Pro version by selecting Configuration from the To Do List Menu. You can then specify any column for the Sort Key values in any order. You can also specify the direction of the sort to be Ascending or Descending.
Once you have selected the new Sort Order simply select Update the the Sort Order will be applied to the To Do List.
Note: A special sort column is provided with To Do List Pro. This sort column is called "Calculated Sort Value" and is a combination of columns to derive a sort. The calculation determines that a To Do Item will be set with a value depending on its Status and Priority. If the item is completed then it is set to 99 (the bottom of the list). If the item is not completed then it is set to 0, 1, 2 or 3 depending on it's priority. The sort is then applied to ensure that all completed items are moved to the bottom of the list.
Update Due Date Warning Days
The default Number of Days for the Due Date Warning can be changed in the Pro version of To Do List by selecting Configuration from the To Do List Menu.
After selecting the Configuration button on the To Do List Menu. You can then specify the new value for the Number of Days for the Due Date Warning.
Once you have specified the Number of Days for the Due Date Warning select Update. The changes 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 Item 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.