Managing todos from the overview

To quickly manage todos, you can select multiple todos in the overview to assign them, mark them as completed or checked, or invoice them.

Go to the todos overview. In the tabs, you’ll quickly see how many todos are still 'To do', 'To be checked', or 'To be invoiced'.

In the 'Todo' tab

This is where all todo’s are listed that have not yet been completed by an executor. This includes the todos that have been started and paused by the assigned executor.

  • Use the search field and available filters to find relevant todos

  • Open an individual todo to edit any of its details, or

  • Use the checkboxes to select one or more todos

  • For the todos you selected:

    • Click 'Assign' to assign the todos to an executor that has access to the relevant todo list.

    • Click 'Finish' to mark the todos as completed. If they need to be checked, they’ll move to that tab instead.

    • Click 'Delete' to remove todos that were created in error.

Most todos will be marked as completed by the executor who performed the todo.

In the 'To be checked' tab

This is where all todos are listed that need to be checked by a backoffice employee, usually because there may be costs involved, or for quality control purposes.

  • Use the search field and available filters to find relevant todos

  • Open the individual todo to check and/or edit any hours, material costs, or images added by the executor. Read more: Registering timesheets and materials on todos

  • Use the checkboxes to select one or more todos

  • For the todos you selected: click the 'Check' button to mark them as checked.

If no further action is required, the todo will move to the 'Completed' tab. If the todo contains costs that need to be invoiced, it will move to the 'To be invoiced' tab.

In the 'To be invoiced' tab

This is where a final check of the todos that contain costs can be performed.

  • Use the search field and available filters to find relevant todos

  • Open the individual todo to check and/or edit any hours or material costs

  • Use the checkboxes to select one or more todos

  • For the todos you selected:

    • Click the 'Invoice' button to create a concept invoice for the todo

    • Click the 'Ignore' button to remove the todo from this tab without invoicing.