After creating a To-do, it appears in the list of to-dos.
About this task
To view the list of To-dos or to preview a To-do, complete the following steps:
Procedure
-
From the Unica Platform homepage, select .
The Checklists page appears. The panel on the left
lists the To-dos.
-
By default, the My To-dos section is seen. You can view
all your To-dos based on the filter and the sorting order that you have
set.
-
The available options for filtering the results are as follows:
Created By Me
- Select this option to view all
To-dos that you have created.
Assigned To Me
- Select this option to view all
To-dos assigned to you.
Unassociated To-dos
- Select this option to
view all To-dos that are not part of a Checklist, but might be
created by you or assigned to you.
Completed To-dos
- Select this option to view
all To-dos whose status is marked as
Complete
.
Overdue
- Select this option to view all To-dos
that have missed the due date.
Unscheduled
- Select this option to view all
To-dos that do not have a due date.
All To-dos
- Select this option to view all
To-dos.
The default filter is Assigned To Me
. If you want to
change the default filter, click the Default
button succeeding the options to set the new default filter. The
total number of To-dos, based on the filter applied, appears below
the filter.
-
The available options for sorting the results are as follows:
By Name: A - Z
- Select this option to filter
results by name in ascending order.
By Name: Z - A
- Select this option to filter
results by name in descending order.
By Due Date: Ascending
- Select this option to
filter results by due date in ascending order.
By Due Date: Descending
- Select this option to
filter results by due date in descending order.
By Priority: High - Low
- Select this option to
filter results by priority, starting from high to low.
By Priority: Low - Low
- Select this option to
filter results by priority, starting from low to high.
The default sort option is By Priority: High - Low
.
If you want to change the default sort option, click the
Default button succeeding the options to
set the new default sort option.
-
Select Flagged To-dos to view the list of flagged
to-dos. For information on flagging a to-do, see Flagging To-dos. The filters and sorting is
the same as steps 2a and 2b.
-
To preview a To-do from the list of My To-dos or
Flagged To-dos, click a To-do and a preview dialog
appears with the following details:
Name of To-do
- The To-do name.
Name of Checklist
- The Checklist the To-do belongs
to.
Due date
- The due date of the To-do.
Status
- The current status of the To-do.
Owner
- The user who created the To-do.
Assign to
- To user the To-do is assigned to.
To close the To-do preview, click Close. To modify the
To-do, click Edit To-do.