TODOs

In this page, you can do as follow:

Zones dashboard

../_images/dashboard1.png

The TODOs dashboard can be displayed in two different types of views:

  • Card view
../_images/todos-card-view.png
  • List view
../_images/todos-list-view.png

Create new TODO

To create a new TODO click on the plus (+) button from the bottom right Create new TODO.

../_images/todoCreateNew.png

This will open the Create new todo form:

../_images/todoform.png

A new TODO can have one of the following statuses:

  • open
  • in progress
  • done

TODOs can also be assigned to certain staff users.

Edit TODO

To edit a TODO you need to click on the “pen” icon present on the desired TODO:

../_images/editTodo.png

This will open the edit form, where you will be allowed to change the title, status, assigned to and the description.

TODO details

../_images/todoDetails.png

By clicking on a TODO you will be able to:

  • see the activity related to that TODO
  • comment on that todo (this will update the activity)
  • comment and close todo

Filtering and sorting TODOs

You can filter the TODOs by:

  • Assigned to
  • Created at
  • Status

You can sort the TODOs by:

  • Assigned to
  • Created at
  • Created by
  • Status
  • Title

Deleting TODOs

To delete a todo you need to click on the “bin” icon:

../_images/deleteTodo.png