Todos
Todos is the personal working view of tasks — a checklist of what is on your plate, with a record of who checked each item off and when. Where the Tasks list is for managing workload across a team, this is for working through your own.
Where to find it
Go to CRM > Todos.
Filters
| Filter | What it does |
|---|---|
| All Users | Show one person's items, or everybody's. |
| All Tasks | Narrow to a specific task. |
| All Branches | Filter by branch, where branches are enabled. |
| All Departments | Filter by department. |
List columns
| Column | Description |
|---|---|
| Description | The item to be done. |
| Checked | Whether it has been completed. |
| Checked By | Who marked it done. |
| Checked On | When it was marked done. |
| Created By / Created On | Who raised the item and when. |
The Checked By and Checked On columns are what make this more than a personal list. They record who completed each item and when — useful where a checklist forms part of a process somebody has to be accountable for.
Actions
Items can be checked off inline as work is completed, and deleted where they are no longer relevant. Deletion asks for confirmation.
Related pages
- Tasks List — the management view
- New Task — create work
- Task View — one task in detail