Difference between revisions of "To-dos"

From Protemos Wiki
Jump to: navigation, search
(→‎To-do filters description)
 
(19 intermediate revisions by the same user not shown)
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.  
 
To-dos are private and are visible for creators and assignees, only the Administrator can see the list of all the to-dos.  
 +
 +
=='''Search to-dos with filters'''==
 +
 +
By default, you can see all the projects in your database.
 +
 +
If you want to hide or display some to-dos from the list, you may apply filters.
 +
 +
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_wide.png|800px]]
 +
 +
So you can enter the data into the appropriate fields and click '''"Apply"'''.
 +
 +
If the filter  is applied, the header turns blue:
 +
 +
[[File:14.png|border|900px]]
 +
 +
You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
 +
 +
<span style="color:red">'''Note''':</span> The hidden filter remains activated.
 +
 +
You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
 +
 +
<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.
 +
 +
To inactivate the filter, click the '''"Clear"''' button.
 +
 +
The header color will turn to gray, which means that no filter is applied:
 +
 +
[[File:S1.png|border|900px]]
 +
 +
==='''To-do filters description'''===
 +
 +
*'''Name''' — displays to-dos with the specified name.
 +
 +
*'''Description''' — displays to-dos with the specified description.
 +
 +
*'''Statuses''' — displays to-dos with the selected statuses.
 +
 +
*'''Assigned to''' — displays to-dos assigned to a specific user.
 +
 +
*'''Created by''' — displays to-dos created by a specific user.
 +
 +
*'''Priorities''' — displays to-dos with the selected priorities.
 +
 +
*'''Deadline date''' — displays to-dos with the deadlines within the selected date period.
 +
 +
*'''Creation date''' — displays to-dos created within the selected date period.
 +
 +
*'''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>'''.
  
 
=='''New to-do'''==
 
=='''New to-do'''==
Line 15: Line 66:
 
Or you can click the '''"New to-do"''' button on the '''To-dos''' page:
 
Or you can click the '''"New to-do"''' button on the '''To-dos''' page:
  
−
[[File:1 new to-do 2.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:
 
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 22: Line 73:
  
 
<span style="color:red">'''Note: '''</span>You can assign a to-do to a manager or to yourself.
 
<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>'''.
  
 
You can '''Complete, Reopen, Cancel, Reassign, Update or Delete''' the to-do:  
 
You can '''Complete, Reopen, Cancel, Reassign, Update or Delete''' the to-do:  
Line 85: Line 138:
 
[[File:Todo4.png|border|400px]]
 
[[File:Todo4.png|border|400px]]
  
−
=='''Search to-dos with filters'''==
 
−
 
−
By default, you can see all the projects in your database.
 
−
 
−
If you want to hide or display some to-dos from the list, you may apply filters.
 
−
 
−
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]]
 
−
 
−
So you can enter the data into the appropriate fields and click '''"Apply"'''.
 
−
 
−
If the filter  is applied, the header turns blue:
 
−
 
−
[[File:14.png|border|900px]]
 
−
 
−
You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
 
−
 
−
<span style="color:red">'''Note''':</span> The hidden filter remains activated.
 
−
 
−
You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
 
−
 
−
<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.
 
−
 
−
To inactivate the filter, click the '''"Clear"''' button.
 
−
 
−
The header color will turn to gray, which means that no filter is not applied:
 
−
 
−
[[File:S1.png|border|900px]]
 
−
 
−
==='''To-do filters description'''===
 
−
 
−
*'''Name''' — displays to-dos with the specified name.
 
−
 
−
*'''Description''' — displays to-dos with the specified description.
 
−
 
−
*'''Statuses''' — displays to-dos with selected statuses.
 
−
 
−
*'''Assigned to''' — displays to-dos assigned to specific user.
 
−
 
−
*'''Created by''' — displays to-dos created by specific user.
 
−
 
−
*'''Priorities''' — displays to-dos with selected priorities.
 
−
 
−
*'''Deadline date''' — displays to-dos with deadlines within selected date period.
 
−
 
−
*'''Creation date''' — displays to-dos with created within selected date period.
 
−
 
−
*'''Associated with client''' — displays to-dos associated with selected client.
 
−
Note: To-do associated with client can be created from [[Client_view_page_–_CRM_tab#To-dos|client's CRM tab]].
 
  
 
[[File:Redirect.jpg|40px|link=To-dos]] Back to the '''table of contents'''.
 
[[File:Redirect.jpg|40px|link=To-dos]] Back to the '''table of contents'''.

Latest revision as of 09:41, 23 October 2025

To-dos page: https://cloud.protemos.com/todo/index

General information

You can create a to-do for your managers or for yourself to perform different tasks related to projects, jobs, production, or anything you need.

To-dos are private and are visible for creators and assignees, only the Administrator can see the list of all the to-dos.

Search to-dos with filters

By default, you can see all the projects in your database.

If you want to hide or display some to-dos from the list, you may apply filters.

You can hide or display filter fields by clicking the Filter arrow gray.jpg button in the upper right corner:

To-do filter wide.png

So you can enter the data into the appropriate fields and click "Apply".

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by clicking the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by clicking Blue arrow.jpg again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the "Clear" button.

The header color will turn to gray, which means that no filter is applied:

S1.png

To-do filters description

  • Name — displays to-dos with the specified name.
  • Description — displays to-dos with the specified description.
  • Statuses — displays to-dos with the selected statuses.
  • Assigned to — displays to-dos assigned to a specific user.
  • Created by — displays to-dos created by a specific user.
  • Priorities — displays to-dos with the selected priorities.
  • Deadline date — displays to-dos with the deadlines within the selected date period.
  • Creation date — displays to-dos created within the selected date period.
  • Associated with client — displays to-dos associated with the selected client.
    • Note: To-dos associated with the client can be created from the Client's CRM tab.

New to-do

To create a to-do, click on the To-dos menu on the top panel and then click "New to-do":

New to-do menu.png

Or you can click the "New to-do" button on the To-dos page:

To-do list3.png

Enter a name, choose the manager, set the priority, the deadline, the time for the reminder to be sent, and click the "Create" button:

To-do 1.png

Note: You can assign a to-do to a manager or to yourself.

Note: To-dos associated with client can be created from Client's CRM tab.

You can Complete, Reopen, Cancel, Reassign, Update or Delete the to-do:

To do 2.png

Also, manage the attachments, and send the messages to the creator and the assignee of the to-do:

1 to-do actions.png

To-dos notifications

To the assignee

The assignee gets the to-do notifications in the following cases:

  • If someone creates a to-do for you:

1 to do assigned to you.png

  • If someone updates the to-do:

2 to do updated.png

  • If you were reassigned:

6 to do reassigned.png

  • If someone cancels the to-do:

4 to-do cancel.png

  • If the to-do was deleted:

5 to do deleted.png

  • The reminder about the to-do:

3 to still active.png

  • If someone sends a message:

9 message received.png

To the manager who created a to-do

The manager who creates a to-do gets the to-do notifications in the following cases:

  • If someone sends a message:

Todo1.png

  • If a to-do was completed:

Todo2.png

  • If a to-do is overdue:

Todo3.png

  • If a to-do is still active (only if the manager who created it is the assignee):

Todo4.png


Redirect.jpg Back to the table of contents.

Retrieved from "https://wiki.protemos.com/index.php?title=To-dos&oldid=25187"