Viewing Own To Do List

To Do List

Updated over a week ago

Access To Do List:

Click My Work in the side navigation bar and select To Do List.


Customize To Do List View:

Select the desired options from the drop-downs at the top of the page:

  1. Period - The date range you would like to see

  2. Show - Select how the To Do items should be organized (ex: by Participant name, outcome name, calendar, etc.)

  3. Scope - Program, Site, or Enterprise (if applicable)

  4. Staff - If configured, Program Managers can view the To Do List of users with lower roles

  5. Print - The To Do List can be printed

Note: It is recommended to scope the To Do List by Program to ensure TouchPoints are completed in the same program where they were originally recorded.

As an example, the calendar option is below:

Use To Do List:

Simply click the link in the Take Action 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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