Introducing Shared ToDos

Simple and easy to use, shared todos give your manager / supervisor / co-workers visibility into action items you are working on.

Shared ToDos come with the following features and don’t require creating a project, setting up milestones and having a task workflow in place

  • Domain admins can now create “Todo sections” for all users
  • A “Todo section” is a simple logical grouping of related todos which can be shared/made visible to others or kept private
  • Each todo section has a “Who can view?” visibility settings
  • Admins have the following pre-defined values to pick for the “Who can view?” settings (for each todo section)
    • Visible to user only
    • Visible to user’s manager (as per organization chart)
    • Visible to a list of people
    • Visible to a list of people decided by an external source
  • Admin created todo sections are locked and can’t be changed by the users. The only action users can do on admin created sections is to re-order them.
  • For domains created on or after release 12.9, the pre-created admin todo sections would be
    • Current Items – Default visibility is set to ‘Visible to user’s manager’
    • Backlog Items – Default visibility is set to ‘Visible to user’s manager’
    • Other Items – Default visibility is set to ‘Visible to user’s manager’
  • For domains created prior to release 12.9 , the pre-created admin todo sections (for backward compatibility) would be
    • High Priority Items – Default visibility is set to ‘Visible to user only’
    • Medium Priority Items – Default visibility is set to ‘Visible to user only’
    • Low Priority Items – Default visibility is set to ‘Visible only to user’
    • Other Items – Default visibility is set to ‘Visible only to user’
  • Todo sections:
    • A todo list must have at-least one todo section enabled and all todos belong to a section
    • Users can create any number of todo sections
    • Users can set the visibility of a todo section (that isn’t created by the admin) to any one of the following values
      • Visible to you only (default)
      • Visible to your manager (as per organization chart)
      • Visible to the following list of people
    • All todos in the todo section will be visible to the people who have visibility to the section
    • Todos in the shared todo section can’t be edited/deleted by anyone else except the todo owner
  • Todo full module:
    • The todo module would allow you to switch to the user’s todo list
    • The todo module would have new settings to control new to do position, reminder notifications & default due date
  • Todos new settings:
    • New todo position: Top of the section / Bottom of the section
    • Default Due Date: None / Creation Date + 3 days
      • Default is None
  • Todo Re-ordering:
    • User can re-order the todo sections as per their preference
    • A todo will have a new actions to move them up / down within the section
      • Move to top
      • Move to bottom
  • Todo widget on dashboard
    • Clicking on the co-worker’s name would open the list of todo sections that the user has shared with you
    • Clicking on the chat icon in front of the co-worker’s name would launch a 1-to-1 chat with them
  • Shared todos are available on both web and mobile platforms