“To Do’s” may be entered via the Amicus Calendar or while in the Amicus Client File.  The main difference is that when entering a “To Do” in the calendar, you will have to associate it with a specific client file, otherwise it defaults to “personal.”  To enter a “To Do” while in the Amicus Client File:

1. Click on the brad at the top of the right side of the file;
2. Select “Events”;
3. Select “All File Events” (This will allow you to see all past file “To Do’s” and Appointments);
4. Click on the “New” button to the left of “All File Events”;
5. Enter a title for the “To Do”;
6. Keep the default date of “Today” (otherwise the “To Do” will not show up in your calendar as a current “To Do”);
7. Enter a deadline, if applicable;
8. Set the “Priority” from the drop down menu;
9. Enter any notes for further explanation;
10. Select “Do a Time Entry” at the bottom of the “Event Details” dialog box;
11. When prompted “Do you want to save changes?”, click “Yes”;
12. Enter time rounding up in 10ths of an hour in the lower right corner (.1 = 6 mins.  i.e. 10 X 6 = 60 mins. or 1 hour);
13. Click “OK”;
14. If asked “Do you want to combine them?” regarding multiple time entries, always choose “No”;
15. Click “OK” in the right corner of the “Event Details” dialog box; and
16. Choose “Save and Close” at the bottom right hand corner of the file when exiting.

Note – When you check off a “To Do” as done, you will be prompted to create a time entry.  Always select “YES” at this prompt and enter your time spent and a description of the work performed in completing the “To Do” or an explanation as to why the "To Do" is no longer applicable.  When prompted as to whether you wish to combine time entries, always choose “No.”