---
title: "To Do [TD] Workflow"
description: "The interface below is available for the assignment of office tasks to be completed by dates. ![](https://docs.pertexa.net/wp-content/uploads/2022/04/TD-Main-Screen.png) The different sections are populated from other screens, primarily the Registration and Charges interfaces. The Follow-Up Actions section is populated from the \\[RI\\]…"
url: "https://docs.pertexa.net/docs/to-do-td-workflow/"
updated: "2022-04-27"
category: Practice Management
---

# To Do [TD] Workflow

The interface below is available for the assignment of office tasks to be completed by dates.

![](https://docs.pertexa.net/wp-content/uploads/2022/04/TD-Main-Screen.png)

The different sections are populated from other screens, primarily the Registration and Charges interfaces.

The Follow-Up Actions section is populated from the \[RI\] by clicking on ![](https://docs.pertexa.net/wp-content/uploads/2022/04/RI-Notes-Follow-Up-General-Tab.png) from the General Tab.

![](https://docs.pertexa.net/wp-content/uploads/2022/04/RI-FU-Activities.png)

The Charge Notes/Activities section and the Appeals section are populated from the \[CE\] by clicking on ![](https://docs.pertexa.net/wp-content/uploads/2022/04/CE-Appeals-Follow-Up-General-Tab.png) from the General Tab

![](https://docs.pertexa.net/wp-content/uploads/2022/04/CE-Activity-Notes.png)

![](https://docs.pertexa.net/wp-content/uploads/2022/04/CE-Appeals-Follow-Up.png)

The Recalls section is populated from the \[CE\] General Tab.

![](https://docs.pertexa.net/wp-content/uploads/2022/04/CE-Active-Recalls-1.png)