Viewing the To-do list and previewing a To-do
After creating a To-do, it appears in the list of to-dos.
About this task
To view the list of To-dos or to preview a To-do, complete the following steps:
Procedure
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From the Unica Platform homepage, select Plan > Checklist.
The Checklists page appears. The panel on the left lists the To-dos.
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By default, the My To-dos section is seen. You can view
all your To-dos based on the filter and the sorting order that you have
set.
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The available options for filtering the results are as follows:
Created By Me
- Select this option to view all To-dos that you have created.Assigned To Me
- Select this option to view all To-dos assigned to you.Unassociated To-dos
- Select this option to view all To-dos that are not part of a Checklist, but might be created by you or assigned to you.Completed To-dos
- Select this option to view all To-dos whose status is marked asComplete
.Overdue
- Select this option to view all To-dos that have missed the due date.Unscheduled
- Select this option to view all To-dos that do not have a due date.All To-dos
- Select this option to view all To-dos.
The default filter is
Assigned To Me
. If you want to change the default filter, click the Default button succeeding the options to set the new default filter. The total number of To-dos, based on the filter applied, appears below the filter. -
The available options for sorting the results are as follows:
By Name: A - Z
- Select this option to filter results by name in ascending order.By Name: Z - A
- Select this option to filter results by name in descending order.By Due Date: Ascending
- Select this option to filter results by due date in ascending order.By Due Date: Descending
- Select this option to filter results by due date in descending order.By Priority: High - Low
- Select this option to filter results by priority, starting from high to low.By Priority: Low - Low
- Select this option to filter results by priority, starting from low to high.
The default sort option is
By Priority: High - Low
. If you want to change the default sort option, click the Default button succeeding the options to set the new default sort option.
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The available options for filtering the results are as follows:
- Select Flagged To-dos to view the list of flagged to-dos. For information on flagging a to-do, see Flagging To-dos. The filters and sorting is the same as steps 2a and 2b.
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To preview a To-do from the list of My To-dos or
Flagged To-dos, click a To-do and a preview dialog
appears with the following details:
Name of To-do
- The To-do name.Name of Checklist
- The Checklist the To-do belongs to.Due date
- The due date of the To-do.Status
- The current status of the To-do.Owner
- The user who created the To-do.Assign to
- To user the To-do is assigned to.
To close the To-do preview, click Close. To modify the To-do, click Edit To-do.