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 .
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 as
Complete.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.
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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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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.