Who Is This For?
All users – creating personal reminders and lightweight follow-ups
Assignees – completing and closing ToDos on time
QA / Managers – encouraging consistent task tracking without formal CRs
How to Do It?
Step 1: Create a ToDo
Go to Home → +New → ToDo.
Fill in the properties, then Create.
Field name | Description | Note |
Title* | Short title describing the task | — |
Description | Add any additional details or context for the task. | Add by clicking Add Description |
Linked Document | Search and link related document(s) by title or number | Optional |
Due Date | Specify when the task must be completed. | — |
Include Time | Set a specific time for task completion if needed. | Optional |
Requires Signature | Turn on if the task requires electronic signature for completion. |
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❗Configuration note: Your site settings may limit fields or options (including signatures). Follow local SOPs.
📎 Reference: Comparing ToDos and Actions
Step 2: Mark a ToDo as Completed
Open Home → My Work, locate your ToDo (use in-list search or sorting), and select Mark as Completed on the properties card. Enter your electronic signature if required.
💡Tip: Use Due Date sorting to surface urgent items.
📎References:
Tips
💡 Link the related document when the ToDo concerns a specific record—this adds context for reviewers.
💡 If the task affects a Change Request, use a CR Action instead for traceability.
💡 Prefer one clear outcome per ToDo; it makes follow-up and closure simpler.