To Do Overview


Anytime you want to give yourself a reminder to complete a future task, a To Do item can be added (think of a To Do item as a replacement for a sticky note on your computer monitor). For example, if you want to follow up with a customer 30 days after an RO is invoiced, you can add a To Do task with a due date. Note that To Do items can be added for anything related to the platform, and do not need to be associated with an RO. Only the users that add a To Do item or are assigned to the To Do item will have visibility.

To get to the To Do section, tap the To Do option on the navigation menu.

To Do Status


To Do items can have the following status:

  1. Open - This status means that the item is currently open and needs to be completed.
  2. Finished - This status means that the item has been completed.
  3. Deleted - This status means that the item has been deleted (NOTE: To Do items with a deleted status will be permanently deleted after a period of time).

Adding a To Do Item


To add a To Do item:

  1. Within To Do, tap the Add Item option.
  2. If you have access to other users, use the Assigned To option to select the user that should be assigned to this task (you will be the default user).
  3. If other users within your organization should have visibility to this item, check the Publicly accessible option.
  4. Add a Type, Description, Repair Order # (optional), and Due Date (optional).
  5. Tap the Add button.

Alternatively, a To Do item can be added while creating a repair order by tapping the icon. If there is already an open To Do item associated with the repair order, the icon will appear as .

Updating a To Do Item


To update a To Do item:

  1. Within To Do, tap on the To Do item that you would like to update.
  2. Update the values you would like to change. Note that you can only delete and/or modify a To Do item that was added by you.
  3. To complete an item, check the Mark as Finished checkbox and optionally add Completion Notes.
  4. Tap the Update button to update, or the Delete button if you would like to delete the item altogether.