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Todo list

Todo List #

The Todo List feature  is designed to simplify task management and improve workflow efficiency within the agency. This tool provides a structured way to organize tasks, assign responsibilities, and track progress. It allows team members to focus on what needs to be accomplished, prioritize tasks, and collaborate effectively.

  • Access your account on the agency’s platform using your credentials.
  • From the left navigation menu, select “Todo list.”

  • The “Todo List” section will be displayed.

Add a New List #

  • Click on the “+ New List” button or select the “New List” option from the “Select Todo List” dropdown if you want to start a new task list.

  • A pop-up window will open.

  • Add the name of the task list in the “Name” text field and click on the “Submit” button.
  • A success message will display, and the task name will appear on the Todo page.

Edit List #

  • To edit a list, click on the three-dot menu icon (⋮) next to the list.
  • Choose “Edit” option.

  • A pop up window will open.
  • Enter the update name.
  • Click on the “Update.”

  • An updated list name will be displayed.

Delete List #

  • To delete a list, click on the three-dot menu icon (⋮) next to the list.
  • Choose “Delete” option.

  • A confirmation message will appear. Click on the “Yes, Delete it!” button.

  • A success message will be displayed Click on the “Ok” button.

  • A new list will be removed from the list.

Add Task #

  • To add a task to the created list, click on the plus icon button at the bottom right.

  • This action should open a new task creation form.
  • Fill out necessary fields like task name, description, priority, and any deadlines. Adjust the settings according to the requirements for the task.
  • After filling in the details, click on the “Submit” button.

  • Once saved, the task should appear under the specified list in the Todo List section.
  • You can now edit or delete it as needed using the options provided.

 

Filter Tasks by Status #

  • Use the “All,” “Active,” and “Completed” buttons on the right side to filter tasks:
    • All: displays all tasks regardless of their status.
    • Active: Shows tasks that are currently in progress.
    • Completed: Shows tasks that have been marked as finished.