Related To Do Entries

A user working on a To Do may want to know of other To Dos that may be related to the same problem. If can be worked by the same user they may get resolved faster. It seems almost impossible to programmatically determine whether two To Dos really stem from the same problem. The user should therefore be presented with a list of potentially related To Dos from which he/she can select the truly relevant ones.

A To Do entry is considered potentially related to a given To Do if they reference a common entity. For example, if a given To Do references a certain account then any To Do referencing that same account is considered related to it.

Note: The system considers any To Do characteristic of Foreign Key type to represent a reference to an "entity". In other words, if a To Do has at least one common Foreign Key characteristic type / value with a given to do it is considered related to it.

The To Do Search page supports a Related To Do filter that lists all related To Dos for a given entry. Various pages showing To Do information often provide an indication as to how many non-complete entries may be related to a given To Do entry. Clicking on the indication's hyperlink transfers the user to the To Do Search query pre-populating it to list the related entries for the specific To Do entry.

Fastpath: Refer to the To Do Search page for more information on all the functions it supports.