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Feature - To-Do Lists

Feature - To-Do Lists

Owned by Lisa Clancy
Last updated: Sept 06, 2024
4 min read

Released in 4.27.0 on Jul 19, 2022 , we have introduced new screens to show users a To Do list and a new Notification section

This allow users more control over their actions and notifications, allowing them to be filtered based on status and the area they are in. The older actions and notifications are still present at the top right of your screen but this provides an easier way to manage them.

 

My ToDo’s

We have added a new screen, that provides a way for users to see all of their existing actions and filter and search them. The screen also lists any custom tasks that have been created by the user, in a clear visual display.

Users have the option to create a task using the “Add custom task” button in the screen header.

Note that Actions cannot be edited as a Task can, they are the same as the Actions that you can also view under the option top right of your screen, so are either “to do” or “done”. It is just we have brought them all into one place in the My To-Dos screen.

Current Actions in top toolbar

 

Coming soon in release 5.14.0 due Oct 10, 2023

We have added paused information to the Todo’s screen for actions that have been paused to mirror the information given in the notification area.

Changes to Functionality

 Todo’s (actions) that have been paused will now show the paused icon. Hovering over this will allow the user to see why the action has been paused.

As part of this work we have also added a filter to allow the user to filter between Todo’s that have been paused and those that haven’t. The default view for Todo’s is to show those that have not been paused.

Impacted Areas

 My To-do’s screen

Permissions

No new permissions.

 

Custom tasks can be allocated to an area (Appeals, Assessment, Assessment Booking, Assessment Schema, Assign Apprentice, Certification, Contracts, Gateway, Integrations, Planning, QA and User) and have one of three statuses:

  • To Do

  • In Progress

  • Complete.

Buttons have been added to allow the transitioning of a custom task from To Do → In Progress, and from In Progress → Completed.

The default view is that all tasks/actions that are in the statuses “To-do”, and “In Progress” are shown by default, along with any tasks that have been completed that day. The date a task was completed, can be found by hovering over the green completed badge. When filtering by type and area, the same tasks/actions will appear dependent on the filters selected. The exception is when the completed option on the status task is selected, in which case all completed tasks are shown regardless of the date they were completed.

The due date for new actions that are raised during the day, will be filled in by an automated overnight cron that runs at 2:30AM daily. This due date will show as ‘Calculating’ until the date is calculated. Where no SLA is attached to an action, the due date will be displayed as ‘Unknown’.

Example of an action where there is an SLA attached to it - prior to the CRON having run.

Permissions

This screen introduces new permissions (assigned to the following user roles by default: Owner, AO, QA, EPA and EPAM) under the “Todo ” heading, listed below:

  • Create Custom Task This will allow the user to create a custom task

  • Delete Custom Task This will allow the user to delete a custom task that the own

  • Read Custom Task This will allow the user assess to the My To-do’s listing screen

  • Update Custom Task This will the user to edit a custom task that they own

 

Notifications Screen

We have added a new notifications screen that provides a way for users to see all of their notifications and filter and search them. This has the advantage of making it much easier to look through a long list of notifications as they can be filtered down by Area.

 

 

Filter by area

 

The screen also provides bulk actions for marking the selection as read, unread or delete.

Bulk area you can select using the checkbox and then mark those all unread/read or delete them all.

 

We have also added a new “Make Task” button which will automatically create a new task for the notification.

 

The notification side drawer now also shows the most recent notifications, with a link to the screen to see all of them.