ToDo

To-Do

Documentation

Introduction

The To-Do Form is a simple tool used to create, assign, and track tasks within an organization.

It helps users:

• Manage daily work and follow-ups
• Assign tasks to individuals
• Keep track of deadlines
• Stay organized and productive

A To-Do is best for small tasks assigned to one user, while the Task Form is used for larger tasks involving multiple users.

Where it is useful

• Personal task management
• Team assignments
• Reminders and follow-ups

Fields in To-Do Form

1. Document Header Section

1. Status(custom_state)

Shows the current state of the task.

Options:

• Open (Default)
• Closed
• Cancelled

2. Priority

Defines how important the task is.

Options:

• Low
• Medium (Default)
• High

3. Due Date (Mandatory)

Specifies the deadline for completing the task.

Note: Tasks should be completed on or before this date.

4. Allocated To

Specifies the user responsible for completing the task.

5. Colour

Allows you to assign a color to the task for easy identification.

B. Description Section

6. Description (Mandatory)

Provides details about the task.

You can include:

• Task objective
• Steps to perform
• Important notes or links

C. Reference Section (Optional)

7. For Internal Reference(custom_for_internal_reference)

Indicates whether the task is linked to internal records.

8. Reference Type

Specifies the type of document linked to the task.

Examples:

• Project
• Issue
• Sales Order
• Invoice

9. Reference Name

Specifies the exact record linked to the To-Do.

Benefit:

• Avoids switching between modules
• Provides better context for the task

D. Assignment Details

10. Assigned By (Mandatory)

Shows the user who created or assigned the task.

System Behaviour:

• Automatically filled by the system
• Cannot be changed

11. Assigned By Full Name

Displays the full name of the assigner. Autofetched by the system

12. Role (Optional)

Defines the role of the assigned user.

13. Assignment Rule

Used for automatic task assignment based on predefined rules.