To Do Characteristics

Characteristics are used to associated related information to a To Do entry. Refer to Linking Additional Information to a To Do Entry for more information.

Several pages in the system allow you to view a To Do entry's characteristic values and / or search for To Do entries by their characteristics.

• The To Do Management portal includes up to five filters to search for To Do entries by a characteristic value. In addition, the search results display all the current characteristics as name / value pairs.

• The To Do Entry includes a zone to display any existing characteristics. In addition, if a user is allowed to modify a To Do Entry, the edit dialogue allows a user to add or change characteristics. Note that for manual To Do types, the valid characteristic types are driven by the To Do type. For automated To Do types, if valid To Do characteristic types are configured on the To Do type, only those are available. Otherwise, any valid To Do characteristic type may be linked.

• The To Do Search allows includes a single characteristic type / value filter.