Creating a Simple To Do Assignment

Last Updated: 08/10/2016 Introduced in Verision: 2.0

To Dos are actionable notes for communicating priorities and assignments. These notes can be assigned automatically by flows or on-command by users. Users who receive To Dos will find them listed in the Tasks panel of their My Home page in the portal.

Example

In the example, we will assign a To Do task to ourselves, then assign a To Do task to another user.

Our first To Do will be assigned to ourselves. In the My Home page of our portal, click the To Do button and select To Do (Assigned To Me) in the resulting menu.

to do

 

In the Add a To Do pop-up, enter the details of our To Do. In the Title field, type “Add first TO DO.” In the Description field, type “TO DO for Me.” Click OK.

add to do

 

As the To Do appears in our Tasks panel, a pop-up notification also appears in the upper-right corner to let us know that we have a new task.

Notification

 

Next, assign a To Do to another user account. Click the To Do button and select To Do in the resulting menu.

adding to do

 

In the Add To Do pop-up, we will enter the details of our To Do. In the Title Field, we will type “Adding TO DO for user”. In the Description field, we will type “TO DO for user”.

to do form

To assign this To Do to another user account, we will first select Account in the Type of Assignee dropdown. Next, will click the Assign To Account selector and, in the resulting pop-up, select a different account. This completes our To Do. Click Save.

As the To Do appears in our other user’s Tasks panel (but not in ours), both we and the other user will see a pop-up notification that lets us all know a new task has been assigned.

 

Additional Resources