To-Do: Everything you need to know

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

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

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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

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Using the 'To-Do' feature

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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'.  This will send out a reminder email to the assigned user.
   5. Select OK

 

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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. 

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

 

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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 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

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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

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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