To-Dos & Notes

Purpose

“To-Dos & Notes” module helps users to prioritize lists of all tasks that you need to carry out and manage notes about jobs. By maintaining proper To-Dos lists, users can avoid being feeling overwhelmed by the amount of work you have to do, forgetting important jobs and missing deadlines.

Steps:

Main view -> Click on “To-Dos & Notes” tab

Add To-Dos & Notes

Steps:

Step 1: Go to “To-Dos & Notes” -> Click on

To add a To-Do

Step 2: Select < Item Type > as “To-Do”

To add a Note

Step 2: Select < Item Type > as “Note”

Step 3: Select the < Job >, < Type of Task > and from the left side panel of “Add To-Do” or “Add Note” window.

Note:

These To-Dos & Notes are only visible for the user who enters them. If you need to make visible to other users, select the user option from the left side panel of “Add To-Do” or “Add Note” window.

If you need to make the To-Do or Note to users who worked in a job, select the job user option from the left side panel of above window.

Step 4: Enter the < Title > of To-Do/ Note. (Maximum character length is 100)

Step 5: Type the < message >. (Maximum character length is 5000)

Step 6: To attach any file to To-Do/ Note, click on button.

Step 7: Click on button to save the record OR click on to exit.

Pin & Unpin Comments

To pin a comment,

Steps:

Go to “To-Dos & Notes” -> Click on “Pin” icon of To-Dos or Note you need to pin.

To unpin a comment,

Steps:

Go to “To-Dos & Notes” -> Click on “Unpin” icon of To-Dos or Note you need to unpin.

Add a Comment on To-Do/Note

Steps:

Step 1: Go to “To-Dos & Notes” -> Select To-Dos/ Notes or Pin tab

Step 2: Click on option.

Step 3: Type the comment in < Message > text area. (Maximum character length is 5000)

Step 4: To attach any file to comment, click on button.

Step 5: Click on button.

Edit To-Do/ Note

Steps:

Step 1: Go to “To-Dos & Notes” -> Select To-Dos/ Notes or Pin tab

Step 2: Click on option.

Step 3: Click on icon on the Note or To-Do you need to edit.

Step 4: Do the necessary modifications and enter the < Reason for Change >.

Step 5: To attach any file to To-Do/ Note, click on button.

Step 6: Click on button to save the record OR click on to exit.

Delete To-Do/ Note

Steps:

Step 1: Go to “To-Dos & Notes” -> Select To-Dos/ Notes or Pin tab

Step 2: Click on option.

Step 3: Click on icon on the Note or To-Do you need to delete.

Step 4: Click on “Yes” button to confirm the deletion in below “Confirm” pop-up box.

Note: Once you delete a To-Do or Note, it marked as deleted, but not deleting presently.

To-Dos Mark as Complete

Step 1: Main view -> Click on “To-Dos & Notes” tab.

Step 2: Tick the box to mark the To-Dos as complete .

Note:

A notification will be sent to the related parties of the “To Dos”, regarding that to do was marked as “Complete”.

To-Dos Mark as Incomplete

Step 1: Main view -> Click on “To-Dos & Notes” tab.

Step 2: Untick the box to mark the To-Dos as incomplete .

Note:

A notification will be sent to the related parties of the “To-Dos”, regarding that to do was marked as “Incomplete”.

Filter To-Dos & Notes by Jobs

Steps:

Go to “To-Dos & Notes” -> Select the job from drop-down list.

Search To-Dos & Notes by Title

Steps:

Go to “To-Dos & Notes” Type title or part of title in option -> Click on magnifying icon to get results.

To reset filter, click on button.

Note: Search results are generated according to job selected in option.