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To-Do-List-Pro Product Support

The XLAutomation development team have put together the following Help Guidance and video's to give you assistance in getting the most out of your To-Do-List-Pro.

To-Do-List-Pro...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-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

 
Installation
installation-continued

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

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.
 

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.
 

Due Date Warning

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 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 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.