Making a To-Do List
I'm trying to make a very simple to-do list where, when a scheduled task is within 7 days of being due, it shows up in a portal on a different layout. So basically I have a Contact table with all the persons contact info but I'm also assigning fields which indicate when I should plan to follow up with that contact. Then, on another Layout, one I'm calling a dashboard, if the due date is within the next seven days, (preferably a selectable date range) it essentially populates a to-do list.
I've played with the Task Manager template but that's not what I'm looking for. Just five simple fields, the task type (email, phone call), the description, the date due, the first name and last name.
Thanks for the help!