It is important to remember that a lot of the information is entered and maintained by other team members.
The Home Screen
Home gives easy access to:
My ToDo – ToDos relevant to you Live Plan – The selected Task’s workflow Task Tree – Personalized tree of relevant tasks Group Members – Build your community Search – Find relevant information or people Help – StepThru & online Manual
Other useful information:
Invitations to connect with others or join a group
Task and ToDo Comments
Fast access to Changes that affect you
PDF version of your Progress Chart
The Task Tree Screen
Task Tree makes it easy to:
See a personalized map of all the tasks that are relevant to you.
Add new tasks and sub-tasks.
Click on task names to navigate to the selected task’s workflow.
See task progress and status graphically in the box to the left of the task name.
The Live Plan Screen
Live Plan makes it easy to:
See the workflow for the selected task.
Add or edit ToDo’s and change their order in the task workflow.
Add notes, comments, and reminders to a ToDo.
Tick off ToDo’s when complete
See progress by the details of ToDo’s completed in the workflow.
Send plan and ToDo emails
My ToDo List Screen
My ToDo List makes it easy to:
See all the ToDo’s for all the tasks you are involved in.