To-Dos Across the Organization

Introduction

Rather than checking individual workflows one by one, administrators can view every to-do item across all workflows in a single, centralized list. This article covers how to access the All To-Dos list, what information each column provides, and how to sort, filter, and export the list as a CSV file for further review.

Company To-Dos

Administrators have access to a list of all the to-dos across workflows that have been assigned within their organization. Click the Workflows dropdown within the navigation and then select Company To-Do's.

In the All To-Dos List, you will see a series of columns that provide the pertinent data about each workflow to-do item that has been assigned in PerformYard. Some of these fields are sortable or filterable and include:

• Subject - The person responsible for completing the workflow.
• Workflow - The parent Workflow that includes the task to be completed.
• Actor - The person responsible for completing the specific to-do item or task.
• Action - The action or task to complete.
• Due Date - The date the to-do item or task was due.
• Complete Date - The date the to-do item or task was completed.
• Status - The current status of the to-do item or task.

Above the list, there is an option to download the list of to-do items as a comma-separated-value (.CSV) file.