To Do Lists function as an active selection of tasks that a user has chosen to prioritize. The To Do List is accessible no matter where the user goes on the site, and when a task is attached to a specific object, the list provides quick navigation.

To create or manage the items on a To Do List, navigate to the Tasks page. From the list of outstanding tasks, simply check the “ToDo” checkbox in the table to add an item to your ToDo List (or uncheck to remove it from your list).

Once the list has items, the “Checkbox” icon will appear in the upper-right of the platform. Clicking the icon will open the ToDo List.

Five actions can be performed within the ToDo List itself:

• Mark task as complete
• Unmark task as complete (convert to “In Progress” status)
• Open Task
• Remove task from list (does not impact the status of the task)
• Remove all completed tasks from list