Configure Interview To-Do lists

Abstract

Product: Workbench

Configure Interview To-Do lists

This process can only be completed by a Workbench Administrator.

Process

1. To manage the default To-Do list for interviews, in Workbench, select Tools → Interview Manager → Manage To-Dos.

2. The Manage To-Dos window opens.
   

3. To add a To-Do item, select Add new. Insert the To-Do description and select Save.

4. To edit a To-Do item, select the Edit icon for a To-Do item. Update the To-Do description and select Save.

5. To delete a To-Do item, select the Delete icon for a To-Do item.