Daily Operations
The routine operating manual for staff who use Todo after setup is complete.
Main Workspaces
Todo
Use this sidebar area for the module workflow associated with Todo.
Standard Operating Procedure
- Open the module workspace from the sidebar or the route your team normally uses.
- Search or filter before creating a new record so duplicate records are not introduced.
- Open the create form, fill required fields, attach supporting information when the workflow expects evidence, then save.
- Review the saved record from the detail or list view and confirm ownership, dates, status, and linked records.
- Move the record through the next workflow step only when the supporting data is complete.
- Use reports, dashboards, or export screens for review rather than manually editing calculated totals.
- Check scheduled job results for records that rely on SLA, expiry, notification, or synchronization processing.
- Review dashboard widgets as a summary only; open the underlying list before making decisions.
Record Handling Rules
Create carefully
Use one source document or one real-world event per record. Avoid bundling unrelated items into a single record just to save time.
Review before action
Check status, ownership, dates, amounts, attachments, and related records before approving, publishing, posting, or closing.
Use update actions intentionally
If the module has separate approve, issue, post, sync, export, or close actions, use those instead of editing database-style fields directly.
Keep auditability
Prefer correcting records with comments, revisions, status changes, or replacement files so the business history remains understandable.
Reading the Work Pulse
The strip across the top of the To-do page answers two questions the list itself cannot: what has moved lately, and what is coming.
Work pulse
The big number is how many tasks you finished in the last seven days — yours and any you collaborate on. The sentence under it tells you where you stand: overdue work is named first when there is any, otherwise it reports what is planned ahead.
The three chips
Overdue turns green at zero and amber-red above it. Streak counts consecutive days on which you completed something — a day that has only just started does not break it, but two empty days in a row will. Planned is everything with a due date still ahead of you.
Next 7-day workload
One bar per day for open tasks by due date, starting with today. Bar heights are relative to your busiest day, so read the number printed under each bar rather than comparing shapes. Hovering a bar names the date and the count.
It stays current
The strip refreshes whenever you complete, add or delete a task — no page reload needed. Dates are counted in your own working day, so a task due at 3:00 AM lands on the day you would call it.
Not on the strip: tasks with no due date. They are real work and appear in the list, but they have no place on a calendar week. Overdue tasks are counted in the chip but are not drawn as a bar — the chart looks forward only.
Conversations on a Task
Every to-do carries its own discussion between the person who created it and its collaborators. Open it with the speech-bubble icon on the task's row; the panel slides in from the right and shows the task's title, priority, due date and collaborators above the thread, so you know what you are reading about without leaving the list.
Reply and quote
Answer a specific comment and the panel shows who you are replying to and a short excerpt of what they said. Replies stay one level deep so the thread reads top to bottom.
Pin
Pin the decision, the spec link, or the answer everyone keeps asking for. Pinned comments sort to the top of the thread and stay there for everybody.
Point at a message to act on it
Hovering a comment (or tabbing to it) reveals a small toolbar above it: quick reactions, a reply button, and a three-dots menu with Reply, Pin, Copy text and Delete. On a phone or tablet the toolbar is always visible, since there is no hover.
React
Acknowledge without adding a message. Reactions already left on a comment stay visible to everyone; hover one to see who reacted. Clicking your own reaction again removes it.
Attach files
Drag a PDF, image, GIF or document onto the panel, or use the paperclip. Attachments open in the same viewer as task files and are visible only to people who can already open the task.
Mention someone
Type @ and pick a name. Only the task's owner and its collaborators are offered — mentioning somebody who is not on the task does not add them, so add them as a collaborator first.
Know what is new
The comment icon shows how many messages other people have left that you have not opened yet — never your own, and never the size of the thread. Once you have read them the number disappears and the icon simply stays tinted to show a conversation exists. Opening a thread clears it for you only; it does not mark it read for anyone else.
Images show themselves
Screenshots and photos appear as thumbnails right in the conversation rather than as a filename to click. Tap one to open it full size. PDFs and documents keep their icon and name.
Sending: press Enter, or use the Send button. Shift+Enter starts a new line for a longer comment. While the @ picker is open, Enter chooses the highlighted name rather than sending.
Removing a comment: you can delete your own comments, and the task's owner can delete any comment on their task. Deleting is a soft delete — the record is retained, it simply stops appearing in the thread.
On a Phone or Tablet
On a narrow screen the task list stops being a table and becomes a stack of cards — one per task, with the title and its tick box on top, the priority, due date and collaborators beneath, and the focus controls last. Nothing scrolls sideways.
What you keep
Search, the Assigned / Due / Completed filters, ticking a task done, focus and pause, comments, and the actions menu all work exactly as they do on a desktop.
What changes
Column sorting is unavailable, because the column headings are hidden to make room for the cards. Use search or the filters instead, or open the list on a larger screen to sort.
Comments
The conversation panel fits the screen width, and because a touch screen has no hover, each comment's toolbar — reactions, reply and the three-dots menu — is always visible rather than appearing when pointed at.
Daily Quality Review
- New records have clear owners, dates, statuses, and related records.
- Required documents, comments, attachments, or references are added before approval or closing.
- List filters and report date ranges match the period being reviewed.
- Users can only see and act on records appropriate to their role.
- Scheduled jobs have run recently when the workflow depends on automation.