Platform fundamentals
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      2. Platform fundamentals

      To-Do: Everything you need to know

      A complete guide to getting the most out of your 'To Do' feature in Logiqc.

      This feature is available to Logiqc customers with an active subscription.

      Contents

      1. Introduction to the 'To Do' feature
      2. Using the To-Do feature
        1. Create a To-Do
        2. Create a To-Do item for another Logiqc user
        3. View and update a To-Do list
      3. To-Do Guides
        1. To-Do Form Field Guide
        2. To-Do Status Guide

      Introduction to the 'To Do' feature

      The To-Do feature in Logiqc is designed to help you manage simple tasks that do not have a direct relationship to an existing item in Logiqc which allows you to create, keep track of and manage any tasks you need to action directly within Logiqc, centralising your tasks in one system.   

      Key functionality:

      • To-Do tasks are private to the user that they are assigned to
      • To-Do tasks will display a status automatically, based on the To-Do task due date
      • To Do lists can be shared with other users*
      • A To Do can be assigned to one or multiple Logiqc users*

      *dependant on permissions

      Using the 'To-Do' feature

      Create a 'To-Do'

      To create a 'To-Do', follow the below steps:

      1. In the navigation bar, select To-Do within the My space section
      2.  From the To-Do view, select Add 
      3. Complete the form fields 
        1. Add the 'task description'
        2. Select the 'priority'
        3. Select the task 'due date'
          1. (Optional) where this is a recurring task, update the 'frequency'
        4. (Optional) Set a 'reminder date'
        5. Select OK

      Tip: Use the new + button to create a To-Do any time from anywhere

       

      Create a To-Do item for another Logiqc user

      While To-Do lists are private to each user, a user with the right permission in Logiqc can create a To-Do for another user. 

      Permission Required: Only users with the permission "Create/Assign To-do tasks to users" will be able to assign and add To-Do tasks for other users. This permission is off by default and can be enabled for a Team and/or an individual user.

      To create a To-Do for another Logiqc user: 

      1. In the navigation bar, select To-Do within the My space section
      2.  From the To-Do view, select Add 
      3. Complete the To-Do form fields, specifying the other Logiqc user you would like to assign the To-Do to within the Users field  
      4. Select OK

       

      View and update a To-Do task

      Once a To-Do is created, the task will appear in the users To-Do list. To-Do tasks are easily managed by viewing the status of the task from the My Space section, and selecting the To-Do checkbox to remove the task from the list as they are completed. A To-Do task status is determined by the To-Do due date, making it simple to track and prioritise your tasks. 

      To-Do tasks are private to the user they are assigned to and cannot be viewed by other users. A To-Do can be created and assigned to another Logiqc user. Click here to see how.

      To view and update a To-Do task:

      1.  In the navigation bar, select To-Do within the My space section
      2. View the list of To-Do tasks
      3. Select a To-Do task from the list to see more information    
        1. Update the To-Do task form as required
      4. Select Save
      5. To mark a To-Do as complete, select the tick box

      Looking to allocate this task to another Logiqc user? Click here to learn how.

      To-Do Form Field Guide

      Confidently create To-Do's by understanding the form fields available:  

      Form Field Description
      Type a 'To-do'  Add a description of your 'To-do' task (500 character limit).
      Priority*  Set a priority on your 'To-do' task
      Due date  Set the due date and time of your task
      Reminder date*  Set a reminder date to receive a reminder from Logiqc via email. 

      Users 

      Allocate one or multiple Logiqc users this To-Do. Once saved, the To-Do will display for all users listed

      To see this field, you must have the permission 'Create/Assign To-do tasks to users' enabled in Logiqc.
      Complete  Tick this box to complete and close your open task.
      *   Optional fields

      To-Do Status Guide

      To-Do task statuses are based on the To-Do task due date field.

      Task Status   Details
      Due this week   These items will be in the 'To be done now' tab
      Due later These items will be in the 'To be done later' tab
      Overdue These items will be in the 'To be done now' tab
      Closed These items will be in the 'Completed' tab