To help track the progress of a To-Do, the status can be changed as the work progresses.
The following states are available:
- In Progress
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.
- Click the icon beside the Description of the to-do and select the new status
The icon will change, and the Status will then be updated.
- 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.
Notes: You can move freely between each of the statuses depending on your workflow. Any to-do can be completed by any Wicket Administrator.