Actions on To-dos

You can perform the following actions on To-dos:
  • Duplicating a To-do.
  • Change the status of a single To-do, or multiple To-dos, to In Progress.
  • Change the status of a single To-do, or multiple To-dos, to Completed.
  • Flag a single To-do or multiple To-dos.
  • Unselect a single To-do or multiple To-dos.
  • Delete a single To-dos or multiple To-dos.

Copying a To-do

About this task

To create a copy of a To-do, complete the following steps:

Procedure

  1. On the Checklists page, locate the required To-do from the My To-dos tab or the Flagged To-dos tab. If required, use the search feature to locate a To-do.
  2. After locating the To-do, select >
    The Copy To-do dialog appears.
  3. Enter an appropriate name for the copied To-do.
  4. If required, select the following options:
    • Keep Chekclist - Creates a copy of the To-do in the checklist of the original To-do.
    • Keep Due Date - Retains the due date of the original To-do.
    • Keep Assignee - Retains the assignee of the original To-do.
    • Keep Description - Retains the description of the original To-do.
  5. Click Duplicate.
    A success message appears.

Changing the status to In Progress

About this task

To change the status of a single To-do, or multiple To-dos, to In Progress, complete the following steps:

Procedure

  1. On the Checklists page, locate the required To-do, or To-dos, from the My To-dos tab or the Flagged To-dos tab. If required, use the search feature to locate the To-dos.
  2. After locating the To-dos, select the checkbox preceding the To-dos. Ensure that the status of all the selected To-dos is New.
  3. Select Actions > Mark as 'In Progress'.

Changing the status to Completed

About this task

To change the status of a single To-do, or multiple To-dos, to Completed, complete the following steps:

Procedure

  1. On the Checklists page, locate the required To-do, or To-dos, from the My To-dos tab or the Flagged To-dos tab. If required, use the search feature to locate the To-dos.
  2. After locating the To-dos, select the checkbox preceding the To-dos. Ensure that the status of all the selected To-dos is New or In Progress.
  3. Select Actions > Mark as 'Completed'.

Flagging To-dos

About this task

You can flag specific to-dos as per your requirement. Flagging to-dos helps you locate the To-dos that you want to take action on.

To flag a single to-do or to flag multiple to-dos, complete the following steps:

Procedure

  1. To flag an single To-do, complete the following steps:
    1. In the My To-dos tab, locate the required To-do. If required, use the search feature to locate the To-do.
    2. After locating the required To-do, select > .
  2. To flag multiple To-dos, complete the following steps:
    1. On the Checklists page, locate the required To-dos from the My To-dos tab. If required, use the search feature to locate the To-dos.
    2. After locating the To-dos, select the checkbox preceding the To-dos.
    3. Select Actions > Mark as 'Flag'.

Unselecting To-dos

About this task

To unselect To-dos, complete the following steps:

Procedure

  1. On the Checklists page, locate the required To-do, or To-dos, from the My To-dos tab or the Flagged To-dos tab. If required, use the search feature to locate the To-dos.
  2. To unselect all selected To-dos, select Actions > Unselect All To-dos.

Deleting To-dos

About this task

You can delete only the to-dos created by you. You cannot delete to-dos assigned to you.

To delete a single to-do or to delete multiple to-dos, complete the following steps:

Procedure

  1. To delete an single To-do, complete the following steps:
    1. In the My To-dos tab, of the Flagged To-dos tab, locate the required To-do. If required, use the search feature to locate the To-do.
    2. After locating the required To-do, select > .
      A confirmation box appears.
    3. Click Delete.
      A success message appears upon deletion.
  2. To delete multiple To-dos, complete the following steps:
    1. On the Checklists page, locate the required To-dos from the My To-dos tab or the Flagged To-dos tab. If required, use the search feature to locate the To-dos.
    2. After locating the To-dos, select the checkbox preceding the To-dos.
    3. Select Actions > Delete All To-dos.
      A confirmation box appears.
    4. Click Delete.
      A success message appears upon deletion.