To Do List | Review Staff To Do


Updated over a week ago

Default User Role: Program Manager

This functionality allows managers to review their staff’s To Do Today, To Do Participant, To Do Entity, and To Do General lists.

  • Select this option and choose which staff member’s To Do list you want to view.

  • This option is also available through your own To Do List by selecting another staff name at the top of the list. This is set up on the Manage Programs page.

To Access this page, from the side navigation select Program Administration, then Review Staff To Do.

Using a To Do List:

Simply click the link in the Take Action (marked with a 1 in the image below) column to complete the task in the To Do List. To Do List items cannot be deleted - a user will need to complete the action requested in the To Do List, or edit the element in the TouchPoint/Assessment/Point of Service Element that added the action to the To Do List.

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