To Do – WorkDo Dash SaaS Add-On Guide

To Do Management

• To create a new task, click the “Create” button on the To Do page. Enter the task title and set the duration. Select the assigned-to user from the dropdown (which comes from user management)
• Select a Module from the dropdown. Available modules include Accounting, CRM, HRM, and other enabled modules. Select the priority level by choosing one of the radio buttons: Low, Medium, or High.
• Select the task’s starting Status from the dropdown. If needed, click Manage stages here. Create stage to add a new stage. Optionally enter a Description (or use the AI assist icon), then click Create to save or Cancel to discard.
• The list page displays all tasks with various filtering and viewing options. Use the Setup button to access system settings, the Boards button to switch to the Kanban board view, the Calendar button to switch to the calendar view, and the search field to find specific tasks by title or module.
• Each row in the list displays the task title, assigned users, module, priority, status, and due date. The Status column is a color-coded dropdown badge matching the task stage colors; click it to change the task’s stage directly (New, Open, Working, Completed).
• In the Actions column, “Mark as Completed” updates the task status to Completed. “View” shows the to-do details, “Edit” allows modifications, and “Delete” removes the task. Once a task is marked Completed, the Edit option is no longer available; only View, a disabled Mark as Completed icon, and Delete remain.

Kanban View

• The Board View provides a visual kanban-style task management interface. Access this view by clicking the Boards icon from any to-do page.
• The board displays all task stage statuses along with the count of cards under each status. You can view the name of each task stage and its assigned color as configured in the system setup.
• All cards are displayed according to their current status, with each card showing the title, priority, Module, assigned users, and due date.
• Note: The same actions (View, Mark as Completed, Edit, Delete) described under To Do Management are available here.
• The board supports drag-and-drop functionality, allowing you to easily move cards between stages. When you drag a card to a different stage, the task status is automatically updated based on its new position, providing seamless workflow management.

Board View

• The Board View provides a visual kanban-style task management interface. Access this view by clicking the “Kanban view” button from any to-do page.
• The board displays all task stage statuses along with the count of cards under each status. You can view the name of each task stage and its assigned color as configured in the system setup.
• All cards are displayed according to their current status, with each card showing priority, Add-On, title, description, duration, and assigned to information.
• Action buttons are available on each card including “Mark as Completed” (changes status from Mark as Completed to Completed), “View” for task details, “Edit” for modifications, and “Delete” for removal.
• The board supports drag and drop functionality, allowing you to easily move cards between stages. When you drag a card to a different stage, the task status is automatically updated based on its new position, providing seamless workflow management.

Calendar View

• The Calendar View displays tasks based on their scheduled duration for better time management. Access this view by clicking the Calendar button from any to-do page. Tasks appear on the calendar as colored bars, using the stage’s assigned color, spanning the dates set during creation.
• In the Calendar View, task names are displayed as bars on their respective dates. When multiple tasks fall on the same day, a “+N more” indicator shows how many additional tasks are scheduled for that date, helping you understand workload distribution.
• Besides the calendar, the “All To Dos” list displays all records organized by date, showing the task name, priority level, Module name, start date, end date, assigned users, and status for each entry. This provides a comprehensive overview of your scheduled tasks in chronological order.
• Note: The same actions (View, Mark as Completed, Edit, Delete) described under To Do Management are available here.

System Setup

Task Stage

• To create a new stage, click the “Create” button on the Task Stage page. Enter a Name for the stage and choose a Color, either from the color swatch or by entering a hex code directly.
• In the list page, each stage displays a drag handle to reorder it, a number showing its position in the workflow, a color swatch, the stage name, and, for the stage marked as the completion stage, a “Completed Stage” label, indicating where tasks move when marked as completed.
• In the Action column, you can use Edit to the stage to update its name or color, or Delete to remove it.

Module Linking in To Do

• The Module field helps in connecting the task to a particular record in any enabled Add-On.
• Once linked, users can identify the module context of each task in the list view.
• The Module column in the table view shows which module the task belongs to.
• This linking allows users to view and manage tasks within the correct business process or workflow.
• It helps in breaking down larger module items into actionable To Dos.