Create a To-Do
The To-Do List panel on the My Agency Home page surfaces information from suspense items entered in the Platform or AMS360.
For a to-do to appear in the To-Do List panel, you must first create a new suspense item.
Create a Suspense Item in AMS360
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On the Platform toolbar click the Capabilities icon > Home > Suspense.
When you do this, AMS360 opens in a new tab or browser window (depending on your browser settings).
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In AMS360, click New Suspense.
When you do this, AMS360 opens a new Activity/Suspense window.
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In the Suspense section of the window, enter the information you want for your to-do, and then click Save & Close.
For more information about the options in this window, see the Suspense topic in AMS360 Help. -
Switch back to the Platform. You should now see your new suspense item in the To-Do List panel.
Create a Suspense Item in Agency Platform
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On the Platform Toolbar click the Actions icon > New Activity/Suspense.
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In the Client Summary scroll down to the Activities section and click New just under the Activities heading. -
In the Suspense section of the new Activity/Suspense window, enter the information you want for your to-do, and then click Save & Close.
You should now see your new suspense item on the To-Do List Panel.
For more information about the options in the Activity/Suspense window, see the Suspense topic in AMS360 Help.
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