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.

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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.
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Applying Filters in the To-Dos List.

  • 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.
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Editing a To-Do

  • 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.
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Hide/Show and Rearrange Columns

Next to the individual default actions when expanding a To-Do, available operations are:

To-DoAction
Type
  • View
  • Filter
  • Title
  • View
  • Search
  • Sort
  • Filter
  • Edit
  • Description
  • View
  • Search
  • Edit
  • Fact Sheet type
  • View
  • Edit
  • Fact Sheet name
  • View
  • Sort
  • Filter
  • Edit
  • Assignees
  • View
  • Filter
  • Edit
  • Claimed by
  • View
  • Filter
  • Edit
  • Due date
  • View
  • Sort
  • Filter (point in time, time range)
  • Edit
  • Status
  • View
  • Sort
  • Filter
  • Edit
  • Resolution
  • View
  • Edit
  • Created on
  • View
  • Filter (point in time, time range)
  • Creator
  • View
  • Last updated
  • View
  • 📘

    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.