With the todo planning within the BEX PMS, you have the possibility to distribute various (not yet) scheduled todos to different executors.
The todo planning can be found in the overview of todos and on the different todo lists.
Filter unassigned todos
On the left, unassigned todos are displayed in chronological order by default. You can also filter on a specific period, by entering the period yourself or using the default filters.
Via the search bar, you can search using the ID number, the name of the todo or the type/object. This is, for example, useful if you want to assign all window-cleaning tasks to the same executor simultaneously.
If the todo in question is always done by the same executor, set up an automatic task so that it will always appear in the executor’s todo app and you now longer need to bother assigning it every time.
Types of todos
Filter already assigned todos
On the top of the page you can filter already assigned todos. Use the search bar above the executors to search by description, object, or the term 'today' for today's tasks. The todos that match your search will then be highlighted for the relevant executors.
Assign todos
In the todo planning, you can assign todos to executors. This can be done per task by dragging and dropping the todo to the executor. You can also assign multiple todos at once by selecting the tasks concerned or selecting all todos. Then select the executor and click ‘Assign’.
Within the todo planning you can also conveniently switch between the different todo lists.
Create a new todo in the todo planning
You can also create a new todo in the planning. To do so, click on the plus icon next to the relevant executor.