To-Do List Essentials

Assign, track and update tasks across the business, with comments and attached documents on each task.

The To-Do List table shows Added On, Task ID, Task, Status, Start Date, End Date, Estimated Hours, Assigned By and Assigned To, with an Action column for editing or deleting. Status can be changed inline from a badge on the row, cycling through New, In Progress, On Hold and Completed, and each task also carries a priority (such as Low, Medium or High) shown next to it.

Clicking Add opens a form to create a task: title, assignee, priority, status, start and end date, and an estimated-hours figure. Opening an existing task lets you add comments to keep a discussion thread, and drag-and-drop documents onto it that are then downloadable from the task or from a shared-documents link.

To-dos can also originate from other parts of the HR module, such as converting an HR request into a task, so the list is a shared work-tracking surface rather than one tied to a single feature.

Step-by-step Workflow

1. Create a taskClick Add and set a title, assignee, priority, status, start/end dates and estimated hours.
2. Track progressUpdate the task's status as work moves from New through In Progress to Completed, or On Hold if it stalls.
3. Discuss on the taskOpen the task and add comments to record updates or questions.
4. Attach documentsDrag and drop files onto the task; they become downloadable from the task or its shared-documents link.
5. Close it outMark the task Completed once the work is done, or delete it if it is no longer needed.