To-dos - Revision history

Yevgen at 07:41, 23 October 2025

2025-10-23T07:41:15Z

2025-10-23T07:38:14Z

‎To-do filters description

2025-10-23T07:37:49Z

‎To-do filters description

2025-10-22T08:08:10Z

‎New to-do

2025-10-22T08:06:32Z

‎New to-do

2025-10-22T08:01:35Z

‎New to-do

2025-10-22T06:48:07Z

‎New to-do

2025-10-22T06:47:04Z

‎To-do filters description

2025-10-21T14:55:57Z

‎Search to-dos with filters

2025-10-21T14:40:20Z

‎New to-do

@@ Line 6: / Line 6: @@
 To-dos are private and are visible for creators and assignees, only the Administrator can see the list of all the to-dos.
 =='''New to-do'''==
@@ Line 87: / Line 138: @@
 [[File:Todo4.png|border|400px]]
 [[File:Redirect.jpg|40px|link=To-dos]] Back to the '''table of contents'''.

@@ Line 127: / Line 127: @@
 *'''Assigned to''' — displays to-dos assigned to a specific user.
-*'''Created by''' — displays to-dos created by aspecific user.
+*'''Created by''' — displays to-dos created by a specific user.
 *'''Priorities''' — displays to-dos with the selected priorities.

@@ Line 125: / Line 125: @@
 *'''Statuses''' — displays to-dos with the selected statuses.
-*'''Assigned to''' — displays to-dos assigned to the specific user.
+*'''Assigned to''' — displays to-dos assigned to a specific user.
-*'''Created by''' — displays to-dos created by the specific user.
+*'''Created by''' — displays to-dos created by aspecific user.
 *'''Priorities''' — displays to-dos with the selected priorities.

@@ Line 15: / Line 15: @@
 Or you can click the '''"New to-do"''' button on the '''To-dos''' page:
-[[File:To-do_list4.png|border|900px]]
+[[File:To-do_list3.png|border|900px]]
 Enter a name, choose the manager, set the priority, the deadline, the time for the reminder to be sent, and click the '''"Create"''' button:

@@ Line 15: / Line 15: @@
 Or you can click the '''"New to-do"''' button on the '''To-dos''' page:
-[[File:To-do_list2.png|border|900px]]
+[[File:To-do_list4.png|border|900px]]
 Enter a name, choose the manager, set the priority, the deadline, the time for the reminder to be sent, and click the '''"Create"''' button:

@@ Line 23: / Line 23: @@
 <span style="color:red">'''Note: '''</span>You can assign a to-do to a manager or to yourself.
-<span style="color:red">'''Note: '''</span>To-dos associated with client can be created from '''<u>[[Client_view_page_–_CRM_tab#To-dos|client's CRM tab]]</u>'''.
+<span style="color:red">'''Note: '''</span>To-dos associated with client can be created from '''<u>[[Client_view_page_–_CRM_tab#To-dos|Client's CRM tab]]</u>'''.
 You can '''Complete, Reopen, Cancel, Reassign, Update or Delete''' the to-do:

@@ Line 136: / Line 136: @@
 *'''Associated with client''' — displays to-dos associated with the selected client.
-**<span style="color:red">'''Note: '''</span>To-dos associated with the client can be created from the '''<u>[[Client_view_page_–_CRM_tab#To-dos|client's CRM tab]]</u>'''.
+**<span style="color:red">'''Note: '''</span>To-dos associated with the client can be created from the '''<u>[[Client_view_page_–_CRM_tab#To-dos|Client's CRM tab]]</u>'''.
 [[File:Redirect.jpg|40px|link=To-dos]] Back to the '''table of contents'''.

@@ Line 95: / Line 95: @@
 You can hide or display filter fields by clicking  the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
-[[File:To-do_filter.png|800px]]
+[[File:To-do_filter_wide.png|800px]]
 So you can enter the data into the appropriate fields and click '''"Apply"'''.