Introduction
Welcome to the Empress guide on the Todo feature! This convenient tool is designed to help you keep your business tasks organized and manageable. Let’s learn how to utilize it effectively.
What is a Todo?
In Empress, a Todo is essentially a task that needs to be completed. It could be assigned by you or to you. This feature provides an organized overview of your tasks, making your day-to-day responsibilities more manageable.
When a document is assigned to you, a Todo is automatically generated, keeping everything coordinated and streamlined.
To access the Todo feature, simply go to:
Home > Tools > Todo
How to Create a Todo
Creating a Todo is simple and straightforward. Here’s a step-by-step guide:
- Go to the Todo list and click ‘new.’
- You’ll be taken to a Quick Entry for Todo, where you’ll need to input a description of the task.
- Click ‘Save.’
Note: When creating a Todo via Quick Entry, the task is automatically assigned to you. If you want to assign the task to another user, make sure to edit the Todo in Full Page.
Todo Notifications
After a Todo is created, the assigned user receives a notification. This ensures that everyone stays updated on their task assignments.
Extra Options When Creating a Todo
When creating a Todo, you can specify various parameters to keep your tasks well-organized:
- Status: Define the status of the task. By default, the status is set to ‘Open.’ Change it to ‘Closed’ once the task is completed.
- Priority: Define the task’s priority level as Low, Medium, or High.
- Color: Assign a color to your Todo for easy categorization and differentiation.
- Due Date: Specify when the task should be completed.
- Allocated To: Assign the task to another Empress user here.
Assigning Todos Through Other Documents
Every document in Empress has an ‘Assign To’ option. This allows you to assign any document to a user, automatically generating a Todo for the assigned user.
- Reference Type: If a Todo is created from another document, like a Task or an Issue, this link is maintained.
- Reference Name: If assigned via another document type, the name of the reference document is linked.
- Assigned By: The person who assigned the task is tagged.
Understanding Todo Statuses
Todos can have one of the following statuses:
- Open: All newly created Todos are automatically marked as Open.
- Closed: Once a task is completed, you can mark the Todo as ‘Closed,’ ‘Resolved,’ or ‘Completed.’ For conditions like Issue Resolved or Task Completed, the Todo closes automatically. However, you can reopen it if necessary.
- Cancelled: When a user is removed from an assignment, the Todo linked to that Document is automatically ‘Cancelled.’
Conclusion
The Todo feature in Empress is a powerful tool to keep your tasks organized and your team aware of their responsibilities. It’s user-friendly and tailored to the needs of a business user. By effectively using this feature, you can enhance your productivity and business processes. If you need further assistance or have any questions, feel free to reach out to our support team.