Support Center

How do I use the to do list?

Last Updated: Jan 01, 2012 09:48AM EST

The "To Do" list feature of iwork allows employers to post a simple list of "To Do" items (names, descriptions, dates and times they are due) and allows employees to check off that the item has been completed. A log of all the outstanding and completed items is maintained - the person completing each item is recorded as well as the date and time. "To Do" list items can be one-time or recurring on a weekly basis.

For example, a one-time item might be:
Tue Aug 25 @ 6pm - remember to set out the red carpet for our special guests

A recurring example might be:
every Tue @ 4:30pm - don't forget to refill the ice machine

"To Do" list basics

  1. Login to iwork
  2. Select the "To Do" menu
  3. Select "View To Do" list.
  4. To take responsibility and complete an item - simply click "complete" beside the item.
  5. To see more details on a specific items - click the name of the item

The View To Do list page will always default to today's date, but you can change the date, and select Change Date to view any other day's list. Only items that occur on today or were not completed in the past will display on this page - if a To Do list item has been created for the future, it will appear on that day.

Setup "To Do" list categories

Categories simply allow you to group similar To Do list items - you don't have to create categories, but then all your To Do list items will be grouped under "no category".

  1. Login to iwork
  2. Select the Employers -> Setup -> To Do list categories menu option.
  3. Enter a name for your new category
  4. Click save new category

You can disable categories that you are no longer using by clicking disable beside the category name

Adding a one-time item

  1. Login to iwork
  2. Select the "To Do" menu
  3. Select the "Manage one-time items" option
  4. Enter a time (optional), date, name, description and category for your item.
  5. Select save new item.

    Categories allow you to group "To Do" list items together - for example, you may want all your cleaning items together, or you may want all your cash responsibilities grouped together.

Managing one-time items

  1. Login to iwork
  2. Select the "To Do" menu
  3. Select the "Manage one-time items" option
  4. All outstanding and upcoming one-time items will be listed near the bottom of the page

    If an item has been completed, you can not edit or delete it.

  5. Select edit to change any of the one-time item details.
  6. Select delete to delete the item completely

Adding a recurring item

  1. Login to iwork
  2. Select the "To Do" menu
  3. Select the "Manage recurring items" option
  4. Turn on recurring items by clicking enable beside "Nightly copying of recurring items to list:".
  5. Enter a time, the days of the week you'd like the item to occur, a name, description and a category for the item.
  6. Click save new item
  7. Repeat steps 5 & 6 for every item you'd like to recur.

If at any point you'd like to stop recurring items from being created, you can simply disable recurring items. This won't delete any of the items you have created and is a great way to pause recurring items while you modify them.

Managing recurring items

  1. Login to iwork
  2. Select the "To Do" menu
  3. Select the "Manage recurring items" option
  4. All recurring items will be listed near the bottom of the page by day of the week.
  5. Select edit to change any of the item details

    Editing an item will only change the details for any items that recur in the future (it will not change the details for past items).

  6. Select delete to delete the item completely

    Deleting an item will only prevent it from recurring in the future, deleting a recurring item here will not affect any past items.

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