Overview:

The To Do module exists in Workbench as a way to assign and track actionable items for yourself or others. To use this module, an administrator will first need to set up new To Do Note Types and To Do Statuses, otherwise lines will not be able to be saved.

Provides a list of to do items based on the filter conditions specified. The list is accessible from

• To Do List

• Context limited list - for example the To Do Items tab in Company, Person or Job

To Do items can only be created within their contexts, whereas the list provides a centralised cross-context entry for viewing or updating the items.

Screen Guide:

Open

Open

To Do - Detail accessed from the list

The screen opens with the logged in user as default Do By Person and shows uncompleted items.

If required, the list can be filtered on one or more criteria, for example

• Description - starts with, like, =, ≠, is one of

• Do By Person - =, is one of

• Completed - =

• Created By - =, is one of

• Do By Date - ≥, =, ≤, between

• Entity - =, is one of

• Entity Description - starts with, like, =, ≠, is one of

• Description is a brief title for the item and more details can be added when editing it.

• Note Type: this are custom types that represent the type of item. These can be added from To Do Note Types.

• Note Status, is a custom status that shows the stage the item is at, so anyone looking at it knows what is happening with it. These status can be added from To Do Statuses. Note that to mark the item as completed, there is a standard flag (a checkbox) that must be used, so the system knows it has been completed.

• Do By: An item can be created by one user and assigned to another.

• Entity is the table this item has been created against. For example, if the item was created in a Company, you will be able to see it from the Company as well as from this list screen.

• Entity Description is the name of the entity this item was created for.

• Do By Date is the due date so the assignee knows when this has to be done by.

• Completed: once completed the user needs to mark the item as completed. Also if custom statuses are being used, it is appropriate to change this accordingly.

Next Steps:

Setup To do statuses and types.