Update a To-Do's status

Ryan Knuth
Ryan Knuth
  • Updated

To help track the progress of a To-Do, the status can be changed as the work progresses.

The following states are available:

  • Open
    wicket-admin-todo-OPEN.png
  • In Progress
    wicket-admin-todo-INPROG.png
  • Pending
    wicket-admin-todo-PEND.png
  • Completed
    wicket-admin-todo-COMPLETED.png

To change the status of a To-Do, navigate to your Wicket Dashboard "My To-Do's" section (if the to-do is assigned to you), or to the Person or Organization record where the to-do is recorded.

  1. Click the icon beside the Description of the to-do and select the new status
    wicket-admin-todo-status.png
    The icon will change, and the Status will then be updated.
    wicket-admin-todo-status-inprog-change.png
  2. To complete a To-Do, choose "Completed" from the status dropdown. The icon and status will update, a Completed by name and date will be added, and the Assignor will receive a confirmation email of the To-Do's completion.
    wicket-admin-todo-completed-change.png

Notes: You can move freely between each of the statuses depending on your workflow. Any to-do can be completed by any Wicket Administrator.

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