Todo planning

In the todo planning of a todo list, you assign the various unassigned or unscheduled todos to the available executors.

Click the 'Todo planning' button from either the general todos overview or after opening a specific todo list.

Default view

  • Current todo list in the top left; you can switch to another todo list by selecting a different one in the dropdown.

  • Search fields: Find specific todos by searching for todo name, description, number, or object/facility name, either in the unassigned list or in the executor cards.

  • Calendar filter: Limit the view to todos to be completed within a certain date range.

  • Todo cards per executor: shows the todos assigned to each executor. The card header shows the executor name, a '+' button to quickly create another todo for this executor, and the number of assigned todos.

Assign todos to executors

  1. The unassigned todos on the left are displayed in chronological order. Use the filter and/or search field if needed.

  2. Drag and drop each todo to an executor card, or -

  3. Use the checkboxes to select multiple todos and assign them all to the same executor simultaneously.