Todo

End-user documentation

Todo

A simple task list for personal and team reminders, due dates, assignments, completion, widgets, and scheduled reminders.

Purpose and What Problem This Solves

The Todo module captures small actions that should not be forgotten. It is lighter than Projects and more action-oriented than Notes, making it useful for quick personal or team follow-ups.

Who normally uses this module

What You Can Do Here

• Create personal reminders and simple assigned actions.
• Track due dates and completion status.
• Use dashboard or topbar shortcuts to see pending work.
• Separate small tasks from larger project plans.
• Support daily personal productivity routines.

Core Concepts and Terms

Learn these words first. Most user mistakes happen when a beginner opens a form without knowing what the record represents.

Beginner Quick Start

Use this first-run path in a training database or with a supervised account before handling live records.

1. Open Todo and create one action with a clear verb and outcome.
2. Assign it to yourself or the responsible teammate.
3. Add a due date when timing matters.
4. Review pending todos at the start or end of each workday.
5. Mark completed only when the outcome is truly done.

Standard Operating Procedures

These SOPs describe the routine operating pattern. Your company policy may add approvals, attachments, or segregation-of-duties controls.

Create a useful todo

1. Start the title with a verb such as Call, Review, Prepare, Send, or Confirm.
2. Add due date, assignee, and short context.
3. Avoid combining unrelated work into one todo.
4. Save and confirm it appears in your list or widget.

Run a daily todo review

1. Check overdue and due-today items.
2. Complete items that are finished and reschedule legitimate delays.
3. Convert large or multi-person todos into Projects or Helpdesk tickets.
4. End the day with a short list of next-day priorities.

Delegate a small action

1. Write the action in terms of the desired result.
2. Assign one responsible owner.
3. Set a reasonable due date and add context.
4. Follow up through the todo status rather than separate chat reminders only.

Industry Notes and Good Practice

• A todo should be small enough to complete in one action or short work session.
• If a task needs many steps, files, deadlines, and collaboration, use Projects.
• If there is no action, use Notes instead.
• Daily review is the habit that makes todos useful.

Controls, Data Quality, and Review Checklist

Use this checklist during onboarding, monthly review, and process audits.

• Todo titles start with an action verb.
• Important todos have due dates and one owner.
• Completed items are closed promptly.
• Old overdue items are rescheduled, escalated, or converted into larger workflows.

Related ERPat areas

FAQ and Troubleshooting

Should I use Todo or Projects?

Use Todo for small actions. Use Projects for coordinated work with multiple tasks or people.

Should I use Todo or Notes?

Use Todo when something must be done. Use Notes for information you want to remember.

Why am I not seeing my assigned item?

Check filters, status, due date, permissions, and whether the module is enabled.

What is a good todo title?

Use a result-oriented action such as Send revised invoice to ABC Corp.

ERPat Todo user guide. This static HTML page is documentation-only and does not change module routing, permissions, or runtime behavior.