To Do Lists

You can create To Dos in Celoxis for yourself or create action items for other users.  You need to initiate a Workflow of type "To Do". For details, click here.

1. To create a To Do, click on Workflow -> New -> To do. 
2. Assign the To Do to yourself
3. To create an action item for someone else, assign the To do to that user and make yourself the Requestor. 
4. There are only 2 states, Open and Done

To view your TODO lists, define a process report called 'My To Do List'. Set the following filters for the report. 

• Assigned To = <Report Runner>
• State = To Do : Planned 

Then customize your Dashboard and add this report to display on your dashboard. If you wish to create TO DO items that are private, the permissions for the role ANYONE needs to be modified appropriately.