Who Is This For?
All Users – creating quick reminders or personal tasks
CR Owners / Planners – assigning and following up on formal Change Request activities
QA / Approvers – verifying completeness and compliance of CR-related tasks
How to Do It?
Step 1: Review the differences at a glance
Use this table to quickly decide which option fits your need.
Attribute | ToDo | CR Action |
Frequency | One-time / ad-hoc | One-time, tied to a Change Request |
Trigger | Manually created by any user | Created within a Change Request |
Location of feature | Home → +New | Settings → Change Requests → Actions tab |
Assignment | Creator is auto assigned (cannot delegate at creation) | Assigned manually to one or more users |
Completion | Marked as Completed in My Work Dashboard | Marked as Completed from Dashboard or CR |
Requires Signature | No | Depends on CR workflow and configuration |
Use Cases | Quick reminders or personal tasks | Formal follow-up tasks linked to CRs |
📝Common decision examples
Example 1: “Remind me to attach lab photo evidence” → ToDo
Example 2: “Perform verification after implementing SOP update in CR-0123” → CR Action
Step 2: Use a ToDo when you need a quick, personal reminder
Create a To-Do if the task is simple, ad-hoc, and not part of a formal change process.
Go to Home → +New → ToDo
The creator is automatically assigned as the assignee.
Mark as complete from Home > My Work Dashboard when done.
💡 Tip: Use clear, action-oriented titles (e.g., “Verify label text on batch 2025-07”).
📎 Reference: Managing ToDos
Step 3: Use a CR Action for change-related follow-up
Choose a CR Action when the task must be tracked as part of a Change Request with governance and (potential) signatures.
Create as part of a CR: open the CR and add actions on the Actions tab.
Assign one or more users and due dates.
Mark as complete from Home > My Work Dashboard or directly within the CR (Actions tab) when done.
❗ Compliance reminder: Do not use ToDos to replace required CR actions. CR Actions maintain traceability and follow the CR’s approval and signature rules.
📎 References:
Tips
💡 If the task impacts validated processes, regulated documents, or product quality, use a CR Action.
💡 Keep ToDos lightweight. If others must collaborate or you need auditability, create a CR Action.
💡 Use clear due dates and assignees for CR Actions to avoid bottlenecks.