Contents 

Introduction
License
Register & Purchase
Tutorial
Step 1 - Enter Initial Data
Companies
People
Step 2 - Maintain The Database
Corporate Calendar
Director Meetings
Dividends
Officers, Directors, Shareholders
Professional Resources
Shareholder Meetings
Stock Register
Step 3 - Create Documents
Select A Template
Answer Questions
Modify in Word Processor
Saved Documents
Reports & Labels
To-Do List
User's Guide
Corporate Profile
Personnel
Officers and Directors
Director Meetings
Stockholder Meetings
Stock Register
Enter Transactions
Stock Transfer Ledger
Shareholders
Stock Types
Professional Resources
Resident Agent
Attorney
Accountant
Realtor
Banker
Broker
More Resources
Create Documents
Resolutions
Questions
Saved Resolutions
Corporate Calendar
Automated To-Do List
Word Processor
Word Processor
Text Ruler
Word Processor Toolbar
Text Formating Toolbar
Toolbars
Navigation Toolbar
Standard Toolbar
Word Processor Toolbar
Text Formating Toolbar
Reports & Labels
Corporate Law Links
Application Limitations & File Descriptions
Mininimum System Requirements

Corporate Manager Software

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Tools and Help

 

To-Do List

 

Purpose:  The To-Do List is a time management tool designed to help manage what needs to be done for various corporate activities.

 

Overview:  You can enter tasks that need to be accomplished for each company or you can use the Automated To-Do List.  By pressing one of the buttons on the right side of the form a list of activities are automatically passed onto the To-Do List.  You can modify the list by adding, deleting, or editing the contents.  You many decide not to use the automated list altogether and list only those things that you feel need to be accomplished.  How ever you decide to use the list it is only a tool to help you complete corporate activities  

 

Details:  Click the underlined links below for more details.

 

 
 
 
 

 


 

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Company Tabs:  The lists are organized by company so you can maintain separate lists for each company.  Press a company tab to see the to-do list for the selected company..    
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Word Processor:  The text area is a simple word processor.  You can copy and paste data from and to other documents then save them to the CMS database.  Simple text formatting is also available.   
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Automated To-Do List Buttons:  The automated To-do lists contain details of what can be done to set up the Corporate Manager Software and what can be done to set up Director and Shareholder Meetings.  You can press one of the buttons to paste the suggested list into the word processor then modify the list by selecting and deleting items and adding items where needed. 
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