4.2 My Todos

/me supports a new self-managed collaboration relationship - Everyone has great autonomy in deciding what to be done to best energize their roles. Todos and projects are created based on role definition.

Let's have a closer look at how to work with todos.

Left navigation bar: quick access to "My todos"

You can access your todos by clicking "My todos" from the left navigation bar.

My todos

My todos page

Todos are managed based on roles.

My todos page

More ways to add a new todo

• Click on the blue "+" button on lower right hand side.

• On a role detail page, click "Todo" tab to add new todo.

More actions around a todo

Click on the 3 dots next to a todo, you can see more actions around this todo.

More actions

View completed todos

Step 1: Click on the filter icon, uncheck "Hide completed items".

This Filter function is a global feature which means all other completed items like projects, meetings will appear under relevant tab when it is unchecked.

Global Filter Icon

Step 2: Now we can see the completed todos.

Completed todos

Role Filter

When there are many roles to fill, you might want to focus on a few roles at a certain time. We have built a Role Filter function for you to only look at the todos from certain roles.

Role filter

Check the roles that you want to keep.

Role filter screen

"Other todos" refer to your todos under other people's roles or individual actions that you are taking.

Grouping based on different criteria

To help you quickly find needed todos, we have added a few sorting options based on Roles, Due date and Created date.

Sorting