Todo Configurations

Todo Priority:

To open this, navigate to Utilities->TODOs->TODO Configurations->Todo Priority.

From this page, you can create Todo Priority by defining the name and background color. You can choose to make this priority Active in your company or not.

The Active flag can be edited after creating the Todo Priority as well.

Todo Category:

To open this, navigate to Utilities->TODOs->TODO Configurations->Todo Category.

Name:

Enter a name to identify this todo category — for example, Operations or Support.

Estimation Required:

When enabled, a time estimate must be provided when creating a todo under this category. When disabled, the todo can be completed without any time tracking or estimation.

Timer Required:

When enabled, a timer must be run while working on a todo under this category. When disabled, the todo can be completed without tracking time via a timer.

Active:

Enable this to make the category available for selection when creating todos.

The Bulk Action feature is used to delete multiple todo categories at once, streamlining the management process.

Todo Stage:

To open this, navigate to Utilities->TODOs->TODO Configurations->Todo Stage.

Stage:

Enter a name to identify this stage — for example, Open, In Progress, or Completed.

Text Color:

Select a color to visually distinguish this stage in the todo list.

Timer Tracking:

When enabled, user can run the timer for the todo in this stage to track the time log based on that.

Note: If the Timer Tracking flag is not enabled for any of the stages, it will show an error in the Todo Flow. It should be enabled for at least one stage.

Completed:

When enabled, any todo moved to this stage will be marked as completed.

Note: If the Complete flag is not enabled for any of the stages, it will show an error in the Todo Flow. It should be enabled for at least one stage.

Back Tracking:

When enabled, all stages that come after this stage in the todo flow can be moved back to this stage. This allows tasks at any later stage to be returned to this point in the flow if needed.

The Bulk Action feature is used to delete multiple todo stages at once, streamlining the management process.

Todo Flow:

To open this, navigate to Utilities->TODOs->TODO Configurations->Todo Flow.

Building the Flow:

All stages created on the Todo Stage page are listed on the left panel. Drag a stage from the left panel and drop it onto the canvas to add it to the flow. Connect stages by drawing lines between them to define the order in which tasks progress.

To remove a stage or a connection line, select it on the canvas and press Backspace.

Stage Cards:

Each stage on the canvas displays a card with the following options:

Background Color: Select a color to visually identify this stage on the canvas and in the todo list.

Time Tracking: Indicates whether time tracking is active for this stage. This is inherited from the Todo Stage configuration and cannot be edited from the flow canvas.

Back Tracking: When enabled, all stages that come after this stage in the flow can be moved back to this stage. This can be toggled directly on the canvas.

Complete Todo (appears only on stages where Completed is enabled): When enabled, any todo moved to this stage will be marked as completed. This can be toggled directly on the canvas.

Unassigned Stage:

The Unassigned stage appears on the canvas by default and cannot be removed. It represents todos that have not yet been assigned to any stage in the flow. Only the Background Color can be edited for this stage.

Default Flow: Click this button to reset the canvas to the default pre-configured flow given by the bizcompass.

Clear: Click this to remove all stages and connections from the canvas and start fresh.

Save: Click this to save the current flow configuration.

Todo Series:

From here, you can create Series for Todo which is necessary to create a Todo Task.

To open this, navigate to Configuration->General Configuration->Series.

This page assigns a unique and easily identifiable series number.

Create Series:

Select the Company.
Choose Todo in the Category.
Select Todo Task in the Type.
Select how often the series number Resets.
Enter the Starting No. for the series.
Define the total No. Of Series entries to generate.
Enter a Series Prefix that will be used in the series identifier.
Select the Elements to include in the series identifier.
If you want, utilize the AI Series Generator (icon next to the "+" symbol) for automatic generation of series based on your configuration.
See a real-time Preview of the series identifier format based on the inputs.