Introducing Shared ToDos
Simple and easy to use, shared todos give your manager / supervisor / co-workers visibility into action items you are working on.
Shared ToDos come with the following features and don’t require creating a project, setting up milestones and having a task workflow in place
- Domain admins can now create “Todo sections” for all users
- A “Todo section” is a simple logical grouping of related todos which can be shared/made visible to others or kept private
- Each todo section has a “Who can view?” visibility settings
- Admins have the following pre-defined values to pick for the “Who can view?” settings (for each todo section)
- Visible to user only
- Visible to user’s manager (as per organization chart)
- Visible to a list of people
- Visible to a list of people decided by an external source
- Admin created todo sections are locked and can’t be changed by the users. The only action users can do on admin created sections is to re-order them.
- For domains created on or after release 12.9, the pre-created admin todo sections would be
- Current Items – Default visibility is set to ‘Visible to user’s manager’
- Backlog Items – Default visibility is set to ‘Visible to user’s manager’
- Other Items – Default visibility is set to ‘Visible to user’s manager’
- For domains created prior to release 12.9 , the pre-created admin todo sections (for backward compatibility) would be
- High Priority Items – Default visibility is set to ‘Visible to user only’
- Medium Priority Items – Default visibility is set to ‘Visible to user only’
- Low Priority Items – Default visibility is set to ‘Visible only to user’
- Other Items – Default visibility is set to ‘Visible only to user’
- Todo sections:
- A todo list must have at-least one todo section enabled and all todos belong to a section
- Users can create any number of todo sections
- Users can set the visibility of a todo section (that isn’t created by the admin) to any one of the following values
- Visible to you only (default)
- Visible to your manager (as per organization chart)
- Visible to the following list of people
- All todos in the todo section will be visible to the people who have visibility to the section
- Todos in the shared todo section can’t be edited/deleted by anyone else except the todo owner
- Todo full module:
- The todo module would allow you to switch to the user’s todo list
- The todo module would have new settings to control new to do position, reminder notifications & default due date
- Todos new settings:
- New todo position: Top of the section / Bottom of the section
- Default Due Date: None / Creation Date + 3 days
- Default is None
- Todo Re-ordering:
- User can re-order the todo sections as per their preference
- A todo will have a new actions to move them up / down within the section
- Move to top
- Move to bottom
- Todo widget on dashboard
- Clicking on the co-worker’s name would open the list of todo sections that the user has shared with you
- Clicking on the chat icon in front of the co-worker’s name would launch a 1-to-1 chat with them
- Shared todos are available on both web and mobile platforms