The To-Do List screen allows you to easily add tasks to be done. It allows you to track the status of each item easily, thus making project execution and management a simple process.
Various types of tasks are supported and categorization makes it easy to manage them.
The To-Do List screen when accessed displays a list of all tasks to be done. You can view details of any of these by clicking the edit button which opens a screen with the following fields:
Description:
This displays the heading/title of the selected task.
Assigned to:
The employee to whom the task has been assigned. The drop-down displays list of all employees.
Priority:
Every task can be set to a priority level ranging from low to high. Depending on how important the task completion is, you can change the priority here.
Task of:
This is the ID of the project, vendor, employee or client associated with the to-do item or task.
This does
not display when General option is selected in the View By field.
Status:
You can set the status for each task here. Available statuses that you can use are Active, Inactive, Hold, Complete and Incomplete.
Complete (%):
This displays the percentage complete of the task selected.
In case of to-do items related to projects, employees and vendors, you can create time entries from your tasks by updating the % Complete field. When you click Save, you are prompted to create a time entry using the Make Time Entry screen. If you do not want to see this prompt on saving the to-do items, you can simply click on Do not show this message again displayed on the dialog box. By default, the completed tasks remain hidden.
The ability to create a time entry from a To-Do item is only available
in the Web Suite Pro, Pro Plus, Enterprise and Enterprise Plus editions.
Dates
Start:
This is the date when the task is scheduled to start.
End:
This is the date when work on the task is scheduled to be completed.
Completed On:
This is the date when the task is completed.
Remind On:
This would set a reminder in the reminder screen regarding the selected task.
Custom Fields
Custom 1/2/3:
These custom fields allow you to record additional information about the to-do task. The field label and UI can be changed in the Custom Labels screen.
Memo:
Here you can add any other description or information attached to the task.
To Do List Button Panel
View By:
You can view the To Do List for an Employee, Project, Client, Vendor and General. Select an option from the drop-down list.
Help:
Opens Web Suite Help in the To Do List section.
Print:
Opens the report viewer where you can print the task details.
Make Time Entry:
In case of to-do items related to projects, employees and vendors, you can create time entries from your tasks even without updating (increasing) the % Complete field. Click this option to open the Make Time Entry screen.
Save:
Saves the information entered about the new task added.
New:
Click to create a new To Do tasks.
Return:
Takes you back to the To Do List screen.