ToDo

Overview

ToDo – Business-Focused Overview

ToDo is a simple but powerful document used in Dafater to track, assign, and follow up on individual tasks and action items. It helps teams stay organized, accountable, and focused on daily responsibilities without losing track of important work.

Purpose in Business Operations

ToDo is used to: - Capture small but important tasks that need attention
- Assign responsibilities to specific users
- Track pending, completed, or overdue actions
- Ensure follow-ups on approvals, customer requests, internal reviews, or reminders

It acts as a personal and shared task list that supports smooth day-to-day operations across departments.

Prerequisites and Setup Requirements

Before using ToDo effectively: - Users must already exist in Dafater (so tasks can be assigned) - Business processes or roles should be clearly defined (who is responsible for what) - Basic discipline around task ownership and follow-up should be agreed internally

No complex configuration is required, which makes ToDo easy to adopt immediately.

Typical Workflow and How It Fits into Business Processes

Task Creation
A ToDo is created whenever an action is required — for example, reviewing a document, calling a customer, or completing a pending activity.
Assignment
The ToDo is assigned to a specific user, ensuring clear ownership.
Execution
The assigned user works on the task as part of their daily responsibilities.
Tracking & Follow-up
Managers or team members can see which ToDos are pending, completed, or overdue.
Completion
Once the task is done, the ToDo is marked as completed, closing the loop.

This workflow supports accountability and prevents important actions from being forgotten.

Key Business Scenarios Where ToDo Is Essential

ToDo is especially valuable in situations such as: - Following up on customer calls, emails, or complaints
- Reminding managers to approve documents or requests
- Tracking internal action points from meetings
- Assigning quick tasks that do not require full documentation
- Ensuring handovers between teams are not missed

It is widely used by sales, operations, finance, HR, and management teams alike.

Important Considerations for Users

Be clear and specific when creating a ToDo so the assignee understands the task
Assign ownership — unassigned tasks often get ignored
Review pending ToDos regularly to avoid delays
Close completed ToDos promptly to keep task lists clean and meaningful
Avoid using ToDo for large projects — it works best for small, actionable items

Summary

ToDo is a foundational document in Dafater that supports daily productivity, accountability, and follow-through. By using it consistently, businesses can improve coordination, reduce missed actions, and ensure that even small tasks contribute to overall operational success.

Basic Information

Module: Desk
Document Type: Setup

Fields

Field Name	Label	Type	Required	Options	Description
status	Status	Select		Open, Closed, Cancelled	Current task lifecycle state in Dafater.
priority	Priority	Select		High, Medium, Low	Business priority level for task execution in Dafater.
color	Color	Color		-	Visual color indicator for task identification in Dafater.
date	Due Date	Date		-	Target completion date for task in Dafater.
allocated_to	Allocated To	Link		User	User responsible for completing the task in Dafater.
description	Description	Text Editor	✓	-	Detailed business context and instructions for the task.
reference_type	Reference Type	Link		DocType	Related Dafater document type linked to this task.
reference_name	Reference Name	Dynamic Link		reference_type	Specific Dafater document linked for task context.
role	Role	Link		Role	User role responsible or notified for this task.
assigned_by	Assigned By	Link		User	User who assigned the task in Dafater.
assignedbyfull_name	Assigned By Full Name	Read Only		-	Full name of the assigning user in Dafater.
sender	Sender	Data		Email	Email address from which the task originated.
assignment_rule	Assignment Rule	Link		Assignment Rule	Automated Dafater rule used to assign this task.

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
All	✓	✓	✓	✓
System Manager	✓	✓	✓

DocType	Relationship	Module
Assignment Rule	Links to	Automation
Role	Links to	Core
User	Links to	Core