Additional actions can be added by clicking on the Add Action button located under the filters.This will move the Action to the Recently Completed section of the To-Do List and appear grayed out with a lock on the timer icon. Once work on the Action assignment in finished, update the action status to 'complete' (This can be done by using the edit methods outlined above).Edits can be made by using the in-line table edits or by clicking on Menu > Edit.įOX TIP: Looking to further customize your To-Do list? You can adjust which columns are visible for your To-Do List by clicking on the view_column and checking/un-checking the columns you want.Note: Once you have started a timer or manually added time against an Action, the status will update to 'In-Progress'. You can track time against any action item assigned to you on the To-Do List by clicking on the clock icon schedule or by clicking on Menu > Add to Timesheet to manually enter time.Recently Completed Actions: actions that have been completed within the last three weeks.Upcoming Actions: actions that are within their due date.Overdue Actions: actions that have passed their assigned due date without being marked as 'Complete'.Today’s Actions: actions that are due today.

If you wish to view your actions un-grouped, you can do so by clicking on Group button:

By default your To-Do List will be Grouped.Additionally you can use the text search to find a specific key word(s) within each listed Action.

Use the Filters to refine your view of actions by Client, Project, Task, Assigned From/To, Priority, or Status.

The todolist