To Do Summary

This page summarizes To Do entries that meet the following qualifications:

  • The entry is Open and you belong to the entry's To Do role. Refer to To Do Entries Reference A Role for more information about roles.

  • The entry is Being Worked On and you are the user to which it is assigned.

Use Menu > To Do > To Do Summary to open this page.

Keyboard Shortcut Alternate Shortcut
Alt+X Alt+Shift+X
Note: Refer to Shortcut Key Summary for information about the alternate shortcut.
Fastpath: Refer to The Big Picture of To Do Lists for an overview of To Do functionality.

Description of Page

This page is dedicated to a grid that summarizes the To Do entries on which you can work. The following information is displayed:

  • To Do Type contains the description of the To Do type.

  • Priority provides a total count of To Do entries of a given type by priority. For each distinct priority the description includes the priority value followed by the corresponding number of entries. If all entries are of the same priority no additional count is displayed.

  • Total contains the total of Open and Assigned to You entries. The hyperlink navigates to the To Do List transaction, setting it to display all Open and Being Worked On entries assigned to you for the given To Do Type.

  • Open contains the number of To Do Entries whose status is Open. The hyperlink navigates to the To Do List transaction, setting it to display all Open entries for the given To Do Type.

  • Assigned to You contains the number of To Do entries that are assigned to you whose status is Being Worked On. The hyperlink navigates to the Supervisor To Do Assignment transaction, setting it to display all Being Worked On entries for the given To Do Type.

The "age bars" that appear to the right of the totals highlight the age of the To Do entries. The colors red, yellow and green are used to highlight the relative number of old, middle-aged and new To Do entries. The age associated with each of these colors is user-configurable.