Creating A Simple To Do Assignment

Last Updated: 12/05/2018 Introduced in Version: 2.0

To Dos are actionable notes that can be used to communicate 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 this example, we will assign a To Do task to ourselves. Afterwards, we will assign a To Do task to another user.

Our first To Do will be assigned to ourselves. On the top right locate the Actions drop down. Select Actions > Add > Entity > To Do (Assigned To Me).  

 

In the To Do popup, enter the details of our assignment. In the Add a To Do Assignment field, type Add first TO DO. In the Description field, type To Do assignment that has been assigned to me. Click OK.

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

Next, assign a To Do to another user account. Click Actions > Add > Entity > and select To Do in the resulting menu.

In the Add To Do popup, we will enter the details of our assignment. In the Title Field, we will type Adding TO DO for a User. In the Description field, we will type TO DO for a User.

 

 

To assign this To Do to another user account, we will first select Account in the Type of Assignee drop down list. Next, we will click the Assign To Account selector and, in the resulting popup, select a different account. This completes our To Do Assignment. Click Save.

As the To Do appears in another user’s Tasks panel (but not in ours), the admin and user will see a popup notification that lets us know a new task has been assigned.

Additional Resources