To Do Items

To Do items in Content Manager represent items that need to be completed, like simple tasks. To Do items have a task description, due date, priority, person responsible, and can have Content Manager reference records.

To access the To Do Items in the Content Manager Web Client:

  1. On the Masthead menu, click To Do Items.

This will display the To Do Item panel on which To Do Items can be created, as well as listing your To Do Items, which enables you easy access to update, complete or delete your To Do Items.

Creating To Do Items

  1. On the left panel, click + New.

    The To Do Item entry form will be displayed.

  2. Complete the To Do Item entry form, see To Do Item entry form fields for details.

  3. Click Save.

    NOTE: An Content Manager record can be added as a Reference to a To Do Item, this is done after the To Do Item is created. See Creating To Do Item References for further details.

General

  • To Be Done - type in the description of the To Do Item.
  • Date Due - type in the date the To Do Item is to be completed by or click calendar .
  • Assignee - type in the Location who will be responsible for completing the To Do Item. By default, this is the current user.
  • Priority - from the drop-down list, select from:
    • Very High
    • High
    • Medium
    • Low
    • Very Low
  • Date Completed - this field will be completed when the To Do Item is marked Complete. Type in the date or click calendar to select the completed date.
  • Notify By Email - select Yes to send email to the person responsible for completing the To Do Item. An email will be sent:
    • when the To Do Item is first assigned.
    • when it first becomes overdue.
    • every week after it becomes overdue until it is completed.

Notes

Type additional information regarding the To Do Item.