ToDo

Overview

Below is a business-focused explanation of the ToDo Report in Dafater, written for managers, team leaders, and operational users.

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ToDo Report – Business Overview

What Business Information This Report Provides

The ToDo Report gives a centralized view of all tasks, follow-ups, and action items assigned to users across the organization. It shows what work is pending, who is responsible, what it relates to, and its current status.

This report acts as a task accountability and productivity tracker, helping management ensure that important actions are not missed.

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When and Why to Use This Report

Use the ToDo Report when you need to: - Monitor pending work and responsibilities - Track overdue or upcoming tasks - Review employee workload and task distribution - Follow up on actions linked to business documents such as requests, approvals, or issues - Ensure timely execution of operational activities

It is especially useful during: - Daily or weekly task reviews - Team performance check-ins - Management follow-ups - Audit and compliance reviews

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Key Columns and Their Business Meaning

• Description
  Explains what action needs to be completed. This helps understand the nature of the task.

• Assigned To
  Shows the employee or user responsible for completing the task. This drives accountability.

• Status
  Indicates whether the task is Open, Closed, or Cancelled. This shows progress and completion levels.

• Reference Type
  Shows what business record the task is linked to (such as a request, approval, or transaction).

• Reference Name
  Identifies the specific document or case related to the task, enabling quick follow-up.

• Priority
  Highlights the urgency of the task (Low, Medium, High). This helps in prioritizing work.

• Due Date
  Indicates when the task should be completed. This is critical for deadline management.

• Creation Date
  Shows when the task was created, helping identify aging or long-pending tasks.

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Available Filters and Their Business Purpose

• Assigned To
  View tasks for a specific employee to assess workload or performance.

• Status
  Focus on open tasks, completed tasks, or overdue items.

• Reference Type
  Analyze tasks related to specific business processes or document types.

• Priority
  Identify high-impact tasks that need immediate attention.

• Due Date
  Track tasks due today, this week, or overdue.

• Creation Date Range
  Review tasks created during a specific period for operational analysis.

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How to Interpret the Results for Business Decisions

• High number of open or overdue tasks
  May indicate workload imbalance, process delays, or resource constraints.

• Repeated overdue tasks for specific users
  Signals the need for coaching, process clarification, or capacity adjustment.

• Many high-priority tasks remaining open
  Suggests operational risk and the need for management intervention.

• Tasks linked to critical business documents
  Helps ensure that key approvals or follow-ups are not blocking operations.

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Common Use Cases and Scenarios

• Managers reviewing team productivity
  Check if assigned tasks are being completed on time.

• Daily operational follow-ups
  Employees use the report as a personal action list.

• Process compliance tracking
  Ensure required follow-ups and approvals are completed.

• Workload balancing
  Identify employees who are overloaded or underutilized.

• Audit and accountability reviews
  Demonstrate that actions were assigned and completed appropriately.

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Business Value Summary

The ToDo Report in Dafater helps organizations: - Improve task accountability - Reduce missed follow-ups - Increase operational efficiency - Enhance visibility into daily work execution - Support better management decision-making

It serves as a practical control tool for keeping business activities on track.

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Report Information

• Module: Desk
• Related DocType: ToDo
• Report Type: Script Report
• Standard: Yes