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.