To Do Role - To Do Types

The To Do Types page defines the To Do types that may be viewed and worked on by users belonging to a given To Do role.

To maintain this information, select Admin > General > To Do Role and navigate to the To Do Types page.

Description of Page

Enter the ID of each To Do Type whose entries may be viewed and worked on by the role.

Use As Default is a display-only field that indicates if the role is assigned to newly created entries of this type. You may define the default role for a given To Do type on the To Do Type maintenance page.

CAUTION: If you remove a To Do type where this role is the default, you must define a new role as the default for the To Do type. You do this on the To Do Type maintenance page.