• Work with Tiles and Panels
  • Create a To-Do
  • Create and Assign Renewal Lists and Expiring Policies
  • Customize the Message Board
  • Customize the To-Do List
  • Customize Tiles and Panels

Customize the To-Do List

A number of controls allow you to customize the content that displays in your To-Do List panel. You can choose the number of days from now a to-do is due for actions required by a certain completion date. You can also choose the status and priority types of to-dos, and even color-code important to-dos so they are easy to track.

Choices available on My Agency Home Settings>To-Do List Options reflect the control on the Suspense>View Options in AMS360. You can use the controls to modify settings in either capability and it will display in both.

1. Click the down-arrow and then choose Options.
   
   
2. Choose how you want Agency Platform to provide content for your to-do list. Complete one of the following:
   • In the Due up .... Days from Now counter, set a number from 10 to 99 days to determine the number of days advance warning you want before expiring policies and other events are due.
   • In the With Due Dates Between option, enter or use the calendar     to establish dates that begin and end a period of time. Agency Platform displays expiring events that occur during this period.
3. In the Status drop-down list, click the arrow and choose one of the following:
   • Incomplete
   • Complete
   • All
4. In the Action drop-down list, click the arrow, and then choose from the list of actions. You can choose a single action to display or choose All.
5. In the Priority drop-down list, choose one of the following:
   • Critical
   • Low
   • Normal
   • All
6. Click the Include Backup To-Do Items check box to include backed up items.
7. Click the Include CC To-Do Items to include items copied to other users.
8. Click Apply to complete your changes.
9. Click Save.

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