How to use To-Dos
You can find the detailed information on how to use the feature on the To-Dos documentation page
A list of all to-dos of a workspace is now accessible for all admins under Administration > To-dos.
Admins can search title and description, filter and sort the list as well as edit To-Dos.
- Searching operation on title and description can be accomplished in the search bar.
- Filters can be applied beneath by clicking either the “Add filter” or plus button. Filters can be adapted by clicking on the respective entry in the filter bar and removed by clicking the cross.
- Sorting of columns can be accomplished by clicking the column titles in the list.
To edit a To-Do, click on the “Edit” icon that appears when hovering over it.
The "Manage columns" button allows admins to hide/show the columns of the To-Do table but also re-arrange them.
Click on the eye icon to hide/show, drag the entries on the handle and apply on "Save" button.
Next to the individual, default actions when expanding a To-Do, available operations are:
Fact Sheet type
Fact Sheet name
Bulk operations are currently not supported but can be accomplished via the endpoints or the iAPI.
Archiving/Deletion of a To-Do (in the UI) is currently not possible - but will be aligned with the Fact Sheet archiving/retention period.
To-Do deletion can nevertheless be done by admins via endpoints.
Updated about 1 month ago