Using a To Do List widget - HxGN SDx - Update 63 - Help

HxGN SDx Help

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SmartPlant Foundation / SDx Version
10

The To Do List widget displays a summary of your To Do List which contains all of the workflow objects assigned to you or your role which have tasks that you need to action or complete. For more information on the To Do List, see Using the To Do List.

In the To Do List widget, your tasks are displayed by either configuration or object type. You can switch between these views at the bottom of the widget.

The To Do List widget ignores the Query by selected configurations only setting. However, it does respect your selected life cycle Status Filters. For more information, see Working with scopes.

Click on an area in the To Do List chart to open the selected items in the To Do List.

Only tasks that can be carried out by your currently selected roles are displayed in the To Do List. Therefore, if your To Do List appears empty, or has fewer tasks than shown in your To Do List widget, change your selected roles as described in Change your roles.

To filter the tasks included in the widget, use the following buttons:

Select this

To include

ToDoAll

Tasks that are available to you or your role

ToDoMyTasks

Tasks previously claimed by you or explicitly assigned to you for action

ToDoOverdue

Tasks that are overdue and require your immediate action or completion

ToDoNonClaimed

Tasks that you are eligible to action, but which you must explicitly claim first. These are tasks assigned to a role or group for which only a subset of people need to take action