Work with to-dos

To-dos help your team keep track of tasks that are not part of the planning itself: call a customer back, check a document, repair a trailer. Each to-do has a title, a due date and an assignee, and can be linked to a transport order, shipment, trip, vehicle, driver or transport equipment. To-dos live on boards with lanes such as To do, In progress and Done.

Open the to-dos

Click the home icon in the header and choose the Todo tab on the dashboard. Use the drop-down at the top left to switch between Overview, Boards and My To-Do.

Create a to-do

1. Click + Create New and choose To-Do.
2. Enter a Title (up to 40 characters).
3. Set the Due Date and time.
4. Choose the board in Board Name. The to-do starts in the board's first lane.
5. Choose who does the work in Assignee.
6. Optionally choose a Relation, such as Transport Order or Vehicle, and then pick the record itself.
7. Optionally add a Description. Type @ to mention a colleague.
8. Optionally drop files under Documents.
9. Click Save.

The assignee gets a notification, and so does everyone you mention in the description.

Statuses

You do not set the status by hand. It follows the lane the to-do is in: To do, In Progress or Completed. When the due date passes and the to-do is not completed, it also gets Overdue. Moving the due date to the future removes that status again.

The overview

• Choose My stats for your own to-dos or All stats for everyone's.
• The tiles count the to-dos that are To Do, Over Due, In Progress and Completed, and the Total.
• Switch between Week and Month, and use the arrows and Today to move through time.
• In the week view, click a day to see its to-dos. In the month view, click a to-do to open it.

My To-Do

A table of to-dos with their ID, related record, board, status, assignee and dates. Choose My To-Do for yours or All To-Dos for everyone's, and use the search box to find one. Drag the column headers to change the column order. Click the To-Do ID to open a to-do.

Open, edit and discuss a to-do

1. Click a to-do's name, the eye icon or its ID. The details open with the description, due date, board, assignee, attachments and related record.
2. Click the pencil to change it, then click Update.
3. Click Add a comment to write a comment. Type @ to mention a colleague and click Create.
4. Use the pencil or bin on your own comments to change or remove them.
5. Open the Documents tab to see the to-do's files.

To-dos on orders, trips and vehicles

Transport orders, trips, vehicles, drivers and transport equipment have a To do's tab; shipments have a To-Do section. It lists all to-dos linked to that record. Click + to create a to-do that is already linked to it; you only need to choose the board, title and assignee.