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.
A new to-do task is created by clicking on the New button which opens the New To Do List screen. These are saved and are accessible from the To Do List screen in the grid panel to the left. The Details of the selected task are displayed on the right and can be edited there.
The 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.
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 actually completed.
Remind On:
This would set a reminder in the reminder screen regarding the selected task.
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.
Copy Existing:
Allows you to create a new task based on an existing task. On clicking the button a drop-down appears showing tasks created before. On selecting an existing task, the details are carried forward to the new task screen, which can be edited and saved as a new task.
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.