The following state transition diagram will be useful in understanding the lifecycle of a To Do entry.
A To Do entry is typically created in the Open state. Entries of this type can be viewed by all users belonging to the entry's role. Refer to How Are To Do Entries Created? for information about how entries are created.
An Open entry becomes Being Worked On when it is assigned to a specific user or when a user proactively assumes responsibility for the entry. While an entry is Being Worked On, it is visible on the To Do Summary page only by the user who is assigned to it.
A Being Worked On entry may be forwarded to a different user or role. If the entry is forwarded to a role, it becomes Open again.
When an entry becomes Complete, it is no longer visible in the To Do list queries (but it remains on the database for audit purposes). There are two ways an entry can become Complete:
A user can manually indicate it is Complete (there are several ways to do this).
For To Do entries that are logically associated with the state of some object, the system automatically marks the entry Complete when the object is no longer in the respective state. For example, an entry that's created when an account doesn't have a bill cycle is completed when the account has a bill cycle.
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