ToDo is a list of activities that is to be done by a particular individual.

A ToDo also gets auto created when any other Document is assigned to you. Checkout ToDo Auto Creation

To access ToDo, go to

Home > Tools > ToDo

1. How to create a ToDo

1. Go to the ToDo list and click new.
2. You will be redirected to a Quick Entry for ToDo, wherein you will be required to enter the description of the ToDo.
3. Save. 

Note: While creating a ToDo using the Quick Entry, the ToDo by default gets assigned to the creator. To prevent the same, and assign it to other users, ensure that you edit the ToDo in Full Page.

ToDo Notification

Once a ToDo is created, the assigned user will get a notification for the ToDo.

1.1. Additional Options while creating a ToDo

1. Status: You have the option to set the status of the ToDo. Upon creation, the status defaults to ‘Open’. Once the task is completed, you can change it to ‘Closed’.
2. Priority: You can designate the priority of the task as Low, Medium, or High.
3. Color: You can opt to assign a color to each ToDo. For instance, a weekly reminder for sending reports might be designated with the color Purple, while personal tasks could be assigned the color Yellow.
4. Due Date: You can specify a due date for each ToDo.
5. Allocated To: If you’re assigning a ToDo to another BizCentric User, you can designate them here.

1.2. References

2. ToDo Statuses

ToDo has 3 statuses, each describing the current state of a task.

• Open: By default, a ToDo is labeled as Open upon its creation.
• Closed: Once an activity is finished, the ToDo can be marked as ‘Closed’, ‘Resolved’, or ‘Completed’. Additionally, under conditions such as Issue Resolved or Task Completed, the ToDo is automatically closed. If necessary, it can be reopened.
• Cancelled: If a user is removed from the assignment of a ToDo/Task/Issue, the linked ToDo associated with that document is automatically set to ‘Cancelled’.