To-Dos

Overview

Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE.

The To-Dos feature in CORE refers to tasks that can be assigned to employees and vendors (or their groups), and given the context of project, client, employee or vendor. Some to-dos do not need a context but are still recorded as assignments. To-dos can also have a reminder set on them and are easily convertible to time entries.

You can create to-do tasks in various screens like Clients, Employees, Projects, etc. These tasks have no hours associated with them and no relationship with other to-do items. To-dos are similar to allocation in the sense that they have a start and end date. However, they are more vague and do not necessarily have a specific project. The to-dos can be created by you and assigned to yourself or another person. Click to watch this video on managing to-dos in CORE.

managing_todos_thumbnail.png

Field Descriptions

Basic Tasks

Add To-Dos

Edit To-Dos

View Reports

Advanced Tasks

Create Time Entries from To-Dos

Show/Hide Columns in Grid

Field Descriptions

Field Name Field Description
To-Dos > Edit To-Do >

ID

ID of a record, depending on the Type selected for the to-do item. Example: If you select the to-do Type as Client, here you can select the ID of that client such as 'Allied Services'.

Assigned To

You can assign a to-do task to an employee or a vendor or a group. In case of groups, you cannot delete groups to which to-dos have been assigned.

Completed By

You can choose which employee completed the to-do. This is useful in case of to-dos assigned to a group of employees.

% Complete

You can enter or update the percentage of completion of the to-do task here. In case of to-do items related to projects, employees and vendors, you can create time entries from your tasks upon updating the % Complete field. CORE automatically updates the Percent Complete field to 100% when a to-do is marked completed.

To-Dos > Create Time Entry > Details >

Employee

Person for whom the time entry is being created. It defaults to the person assigned to the task.

Entry Date

This is the time entry date. It defaults to the current date.

Project

Project associated with the time entry being created. It defaults to the to-do project, if available.

Add To-Dos

To add a to-do item for any CORE screen, watch this video or follow these steps:

  1. Open the relevant CORE screen, say Projects.

    Nav.png

  2. In the list view, select an entry or item on the grid and go to its detail view.
  3. On the To-Dos tab, click Add.

    ToDoAdd.png

  4. Enter the required information in the top row of the grid. Check Field Descriptions above for details.
    • Start/End Date
    • Type
    • ID: Value or ID of a record
    • Assigned To
    • Priority
    • Description
  5. Click Done.

Edit To-Dos

You can view and edit all to-dos in CORE.

To do so, watch this video or follow these steps:

  1. Open the relevant CORE screen and go to its detail view (say Projects) > To-Dos tab.

    ToDoDetail.png

  2. Select a to-do on the grid and click Detail on the row.
  3. On the Edit To-Do screen, enter more details or make changes, as needed.

    ToDoDetail2.png

  4. Click Save.

View Reports

To view a report:

  1. Open the relevant CORE screen and go to its detail view (say Projects) > To-Dos tab.

    ToDoReport.png

  2. In the list view, click More > View Reports.
  3. Select a report from the Report List dialog. It opens in the viewer.
  4. Preview the report and then choose to export or print it.

Create Time Entries from To-Dos

You can create time entries from to-do tasks in CORE. In case of to-do items related to projects, employees and vendors, you can create time entries quickly from your tasks upon updating the % Complete field. CORE automatically updates the Percent Complete field to 100% when a to-do is marked as completed. The time entry copies most of the data from the to-do item, but also requires some extra details.

To create a time entry from a to-do task, watch this video or follow these steps:

  1. Open the relevant CORE screen and go to its detail view (say Projects) > To-Dos tab.

    ToDoTime.png

  2. In the list view, select a to-do item on the grid or even multiple to-do items.
  3. Click Actions > Create Time Entry.
  4. On the Create Time Entry > Details dialog, enter the required information. Check Field Descriptions above for details.
    • Employee
    • Entry Date
    • Project
    • Activity
    • Actual Hours
  5. Click Add Memo or Add Attachments at the bottom to add a memo or a document, respectively, to the time entry. 
  6. You can also enter other details for the time entry on the Additional tab.
  7. Click Save.

Note: You can create time entries from to-dos assigned to groups, but in that case you must select an individual employee or vendor from the drop-down.

Show/Hide Columns in Grid

You can configure fields or columns that appear on the grid in the list view. You can hide or show columns, and sort the order of columns according to your requirements.

To do so, watch this video or follow these steps:

  1. Open the relevant CORE screen and go to its detail view (say Projects) > To-Dos tab.

    ToDoMore.png

  2. In the list view, click More > Show/Hide Columns on the action bar.
  3. Select or un-select the column names in the drop-down list, say % Complete.
  4. Next, click the column name you want to sort the data by, say Status.
  5. Click once for ascending order (A-Z) and twice for descending order (Z-A).

Note: You can resize the column widths on the grid and then reset them, if needed (More > Reset Column Widths).

Was this article helpful?
0 out of 0 found this helpful