To-Dos (Admin)
Admins can conveniently track and manage all To-Dos of a workspace in one place within the Administration section for effective oversight and organization.
How to use To-Dos
To learn how to use To-Dos feature, see To-Dos
To allow governance and track accomplishment of To-Dos, Admins can access the list of all To-Dos of a workspace in one place. To access, navigate to Administration > To-Dos.
You can search through titles and descriptions, filter and sort the list, and also edit To-Dos as needed. This allows you to oversee pending tasks, keep a tab of due dates, and identify the person responsible for taking things forward.
- Use the search bar at the top to search through titles and descriptions of To-Dos.
- Click + Add Filter to apply filters. Clicking on the applied filter criteria shows available parameters. Click '+' icon to add additional criteria.
- Click column titles to sort the list.
- To edit a To-Do, click on the edit denoted by the pencil icon that appears when hovering over the entry.
- You can choose to hide/show columns and also arrange the order of displayed columns.
- Click Manage columns at the top right corner.
- Click on the eye icon to hide/show.
- Drag the entries on the handle to rearrange and click Save.
Next to the individual default actions when expanding a To-Do, available operations are:
To-Do | Action |
---|---|
Type | |
Title | |
Description | |
Fact Sheet type | |
Fact Sheet name | |
Assignees | |
Claimed by | |
Due date | |
Status | |
Resolution | |
Created on | |
Creator | |
Last updated |
Information
Bulk operations is not supported in the UI but can be done via the endpoints or the iAPI.
Archiving/Deletion of a To-Do in the UI is not possible - but is aligned with the Fact Sheet archiving/retention period. To-Dos disappear once they are completed. But unfinished To-Dos can be deleted via endpoints.
Updated about 2 months ago