Actions on To-dos
You can perform the following actions on To-dos:
- Duplicating a To-do.
- Change the status of a single To-do, or multiple To-dos, to In Progress.
- Change the status of a single To-do, or multiple To-dos, to Completed.
- Flag a single To-do or multiple To-dos.
- Unselect a single To-do or multiple To-dos.
- Delete a single To-dos or multiple To-dos.
Copying a To-do
About this task
Procedure
- On the Checklists page, locate the required To-do from the My To-dos tab or the Flagged To-dos tab. If required, use the search feature to locate a To-do.
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After locating the To-do, select
The Copy To-do dialog appears.
- Enter an appropriate name for the copied To-do.
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If required, select the following options:
- Keep Chekclist - Creates a copy of the To-do in the checklist of the original To-do.
- Keep Due Date - Retains the due date of the original To-do.
- Keep Assignee - Retains the assignee of the original To-do.
- Keep Description - Retains the description of the original To-do.
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Click Duplicate.
A success message appears.
Changing the status to In Progress
About this task
Procedure
- On the Checklists page, locate the required To-do, or To-dos, from the My To-dos tab or the Flagged To-dos tab. If required, use the search feature to locate the To-dos.
- After locating the To-dos, select the checkbox preceding the To-dos. Ensure that the status of all the selected To-dos is New.
- Select .
Changing the status to Completed
About this task
Procedure
- On the Checklists page, locate the required To-do, or To-dos, from the My To-dos tab or the Flagged To-dos tab. If required, use the search feature to locate the To-dos.
- After locating the To-dos, select the checkbox preceding the To-dos. Ensure that the status of all the selected To-dos is New or In Progress.
- Select .
Flagging To-dos
About this task
You can flag specific to-dos as per your requirement. Flagging to-dos helps you locate the To-dos that you want to take action on.
To flag a single to-do or to flag multiple to-dos, complete the following steps:Procedure
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To flag an single To-do, complete the following steps:
- In the My To-dos tab, locate the required To-do. If required, use the search feature to locate the To-do.
- After locating the required To-do, select .
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To flag multiple To-dos, complete the following steps:
- On the Checklists page, locate the required To-dos from the My To-dos tab. If required, use the search feature to locate the To-dos.
- After locating the To-dos, select the checkbox preceding the To-dos.
- Select .
Unselecting To-dos
About this task
Procedure
- On the Checklists page, locate the required To-do, or To-dos, from the My To-dos tab or the Flagged To-dos tab. If required, use the search feature to locate the To-dos.
- To unselect all selected To-dos, select .
Deleting To-dos
About this task
To delete a single to-do or to delete multiple to-dos, complete the following steps:
Procedure
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To delete an single To-do, complete the following steps:
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To delete multiple To-dos, complete the following steps: