Working with To Do Items

Please see Tag and Task for information about applying tasks to multiple To Do Items.

Creating To Do Item References

Once a To Do Item is created, a Content Manager record can be added to the To Do Item as a reference document.

  1. Select the To Do Item to add the Reference to.

  2. On the Action panel, click References.

    The To Do Item References panel will be displayed.

  3. Click + New.

    The Add to do item Reference dialogue appears.

  4. Type in the search criteria for the reference document, e.g. title:dugong
  5. From the displayed search results, click the required record.

  6. From the drop-down list, select the Reference type:

    • FYI
    • See Also
    • Please Update
  7. Click OK to add the selected record as a Reference.
  8. If additional records are to be added, repeat steps 1 to 4. If no further References are to be added, click Return to To Do Item.

Deleting a To Do Item Reference

  1. To remove a To Do Item's reference, on the To Do Item, click References.

  2. Click the Reference to be removed, then click Delete.

    The Confirm delete dialogue appears.

  3. Click OK to confirm the deletion of the Reference.

The Reference will be removed from the To Do Item.

Navigating to a To Do Item Reference

  1. To navigate a To Do Item's reference, on the To Do Item, click References.
  2. Click the Reference to be navigated to, then click Navigate to linked record.

The Reference record will be displayed in the Records search results list panel.

Updating a To Do Item

To modify the details of a To Do Item:

  1. Select the To Do Item to be updated.

  2. On the Action panel, click Update.

    The To Do Item entry from will be displayed.

  3. Modify the details as required. See To Do Items entry form for details.
  4. Click Save.

Adding Notes to a To Do Item

Additional information about the To Do Item can be added to the Notes section of the item. Notes can be added by Updating the To Do Item; or they can be added directly from the To Do Item panel.

  1. Select the To Do Item that the Note is to be added.

  2. On the Action panel, click Notes. The notes dialog is displayed.

  3. Enter the notes in the Add to Notes text box.
  4. Select where you want to insert the notes either At the Start or At the End.
  5. Select the Insert User Stamp checkbox if you want to insert the user stamp.
  6. Click Add Notes.

The Notes is added to the To Do Item.

To view the most recent Note added, click Show Latest and the displayed Notes will jump to the most recent entry.

Reassigning To Do Items

  1. Select a To Do Item, or tag multiple To Do Items, to be reassigned.

  2. On the Action panel, click Reassign.

    The Reassign dialogue appears.

  3. In the Assignee field, type in the new responsible Location for the To Do Item or click KwikSelect
  4. From the displayed list, select the required Location.
  5. Click OK.

Completing To Do Items

  1. Select a To Do Item, or tag multiple To Do Items, to be completed.
  2. On the Action panel, click Complete.

The To Do Item will be marked as Complete, and the Date Completed field will be updated with the date and time the To Do Item was completed.

Uncompleting To Do Items

  1. Select the To Do Item to be uncompleted.
  2. On the Action panel, click Uncomplete.

The To Do Item will be marked as Incomplete, and the Date Completed field will be cleared.

Deleting a To Do Item

  1. Select the To Do Item to be deleted.

  2. On the Action panel, click Delete.

    The Confirm delete dialogue appears.

  3. Click OK to delete the selected To Do Item.

Creating a Report

To see details on creating a report for To Do Items, see Creating a Report for details.