Dashboard To Do list

Dashboard To do

From here, the user can find a To do list for the logged in users. He can add his own items in the To do list or generate them from the existing issues. Items on the list can be moved by using drag&drop. The list displays the following items:

  • a checkbox which allows to mark something as done,
  • the content of the task,
  • deadline/button enabling to set a deadline,
  • priority/button enabling to indicatate the priority,
  • button to delete the task.

To do list 1 800x441 - Dashboard To Do list

Adding and editing an item

To add an item, you have to click the Plus button in the box header. In the first place of the list a text field will be displayed, where you can fill in the content of the task.

Plus button 800x439 - Dashboard To Do list

At this point, the user can also set a deadline nad priority – he just has to click on the Calendar and “exclamation” mark icons. Saving the task must be confirmed with the Save button.

In order to edit an element of the task, just click on the appropriate element – the content/deadline/exclamation mark icon.

To do list preferences 800x436 - Dashboard To Do list

Marking an item as done and reopening it

Clicking on the checkbox next to an item, generates a Mark as executed. After that, an item disappears from the list.

Mark as executed 800x435 - Dashboard To Do list

To display the completed tasks, you have to activate th show finished switch. When you change the status of the switch, previously completed items will be displayed in the checkbox with checked and crossed out content. The user can reopen the task by clicking on the checkbox.

issue to an item to do

You can make an issue appear in the To do list from different places of the system. When creating an issue, the option Generate to do is available.

Example 1.

Dash to do 800x437 - Dashboard To Do list

Example 2.

Generate to do 800x438 - Dashboard To Do list

The issue subject and date, if it’s completed, are copied into the item. The content of the item in the to do contains a link to the full submission – clicking on the link, displays a task panel. Updating the date of a to do can only be done from within the details of this submission.

Example 1.

To do details 800x439 - Dashboard To Do list

Example 2.

To do tasks 800x436 - Dashboard To Do list

To do with the payment reminders

In the to do configuration (configuration/preferences/to do) you can enable automatic reminders about payment deadlines. To enable the function, turn on the switch to do with a reminder about an upcoming payment deadline for revenue and define when reminders should appear on your desktop.

Step 1.

Personal settings to do 800x367 - Dashboard To Do list

Step 2.

Personal to do 800x440 - Dashboard To Do list

When this setting is enabled, a reminder task about the invoice payment will be displayed.

The payment reminder is integrated with the revenue status. Submitting the payment for the invoice marks the task as completed.

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