ToDo Module for activeCollab

ToDo is a task manager that is not connected to projects directly, but is useful when you should have a number of tasks to be completed during a day. With flexible settings you won’t miss things while your phone conversation, or when you have tons of things to be done.

With simple planner you’ll be notified about your ToDo’s in advance by email or just sound notification when you are in the system.

 

activeCollab ToDo Module

You are on phone discussing project – just add several ToDo’s!

You are working in the system and have a phone call about other stuff than projects? – Just click on ToDo widget(tab, link) and enter message, it will automatically be assigned to you or click on advanced options to assign, categorize, due date, due time, notify in advance with sound or emails.

Video Tour

ToDo Module Installation Process

Why it saves time?

1. You are creating tasks with a click of a button;
2. You can manage tasks without any page refreshes;
3. It’s customizable, so admin can set default settings and user can override them with his own under profile;
4. Everybody is notified to not miss it with planner and notify in advance option;
5. Close, Edit, Move to another category on the go;
6. Convert ToDo’s into tasks, tickets or comments or create new ticket from the list of ToDo’s;
7. You don’t have to create any filters, assignments, track the progress – everything is in one place

ToDo->Tickets Option

In Practice

Example #1: You are always on the run; you have four phones ringing at the same time; clients coming in without appointments being made in advance… And the worst thing is that you need to keep everything in your head, every small detail you might forget can result in unhappy customer reaction.

Todo is just what you need. Quickly add tasks that you can sort out later, when you are not in such a rush. This module allows you to add ToDos as tasks and tickets to the projects later.

Example #2: We always have some office tasks that need to be done, like purchase paper for printer, or call you bank to confirm the payment, or just call one of your potential leads at 3 pm. Create ToDos for yourself and members of your company, and you will have all the things in  order.

You can use this module for your personal needs, and create lists of ToDo-reminders sorted by categories. You now have your own planner, and can set the system to remind you in advance that an important call needs to be made, your colleague has a Birthday today, or you are having a conference call with clients in half an hour.

Managing ToDo Module

Click on side widget, Icon in top navigation or link in your welcome box depending on what you’ve set as display view under module settings at Admin->ToDo.

If you have unclosed ToDo’s, you’ll see balloon next to the link showing how much unclosed ToDo’s you have.

You’ll see pop-up window where everything could be managed quickly and with several clicks.

ToDo’s can be sorted by categories. Click on Manage Categories to add or delete them.

If you want to create ToDo for yourself that should be completed some day or time, just type in your message and click on enter. Create as many ToDo’s at once as you like each time clicking on Enter or Plus link after typing in each message. To create ToDo in specific category, just click on the category, you want to add it to and click on enter. ToDo will be added automatically there.

If you want to assign ToDo to someone, use planner, click on advanced options. You’ll see assignee field to assign ToDo to someone in your team. Also you can set up Due on Date.

If you have planner enabled in Module Settings, you’ll see 2 extra fields: Due Time and Notify in advance, where you can set up exact time when the task should be completed and when you or assignee should be notified before due time.

Editing ToDo is really easy – just click on it and change it. To confirm, just press on Enter.

Features

• Can be displayed at top navigation, side widget or in welcome box;
• Accessed from any page;
• Sound notifications;
• Email Notifications;
• Planner with notifications in advance and Due Time;
• Quick add any ToDo with assignments;
• Categorizing ToDo list with quick management;
• Customization of side widget;
• Display in dashboard and project overview box;
• Add ToDo as tweet with set number of characters;
• Editable with just clicking on Todo in the list and pressing enter;
• Convert selected ToDo’s into Ticket with options to add it as a comment, add it as a task, add all of them to the selected ticket in project or just create ticket in selected project from the selected ToDo’s;
• Added Roles with had access, no access, and can create, and can manage;
• Full localization support;
• Show ToDo’s in Calendar;
• Modern Theme Support;

Tips

• If you see notifications at side widget just refresh page, as the number of not completed ToDo’s refresh after page refresh, as Status module works;
• You have some unfinished ToDo’s in notification bar, but when you open it, there are no ToDo’s. Check other filters, as the default filter is mine, but maybe you have ToDo’s set to anybody in the list;
• Filter: All – shows you all ToDo’s(that you set to anyone or set to you by anyone and you own ToDo’s) in the selected category; Mine – shows only ToDo’s that you set to yourself; – Username – shows ToDo’s that you set to the selected user ;
• Archive: For you to get list of completed ToDo’s, make sure you are located on the right filter and category; To return from archive you need to click back at the bottom;
• If you are not sure if you set up correct time zone, go at your profile and find Local Time to be sure that Notify in advance option will work correct for you;
• Notify in advance option will work if you set correctly Scheduled Tasks. Admin can check when frequently tasks were executed last time under Scheduled Tasks or at ToDo Settings;
• Not satisfied by widget background color or default filter? Any user can set it up under Profile->Options->ToDo Settings;

Notes

• Requires Tickets Module for To-Do->Ticket Option;
• Can be some problems with styles if you don’t use Modern, default or sandbox themes;
• Ideal for small-biz license clients;
• For Modern Theme users to have icon in the top please refer to this solution: http://www.activecollab.com/forums/post/28676/#post28676

ToDo Default Admin Settings