For: Admins, Managers, and Staff
Work through your To Do list
See the forms, signatures, events, invoices and tasks waiting for you on a case, and open each one.
In this article6 sections
To DoTo Do The list on a case of things waiting for you, such as forms to fill in, documents to sign or events to confirm. lists what you still owe on a case: forms to fill in, documents to sign, events to answer, invoices to pay and tasks assigned to you. What you send to other people shows on their To Do, not yours.
Open To Do
On the case, To Do is beside the feed. On a phone, open the menu and choose To Do.
Read each item
Each card shows what kind of item it is, its title, when it's due and who it's from. The soonest due come first. A dot marks items you haven't opened yet in this browser.
Open an item
Choose Open Task. On a phone, the button says what it does, such as Fill The Form or Confirm Event.
A form opens to fill in, a document to sign, an event to answer whether you're attending, an invoice to pay, and a task in Tasks.
Search for an item
To find one item in a long list, choose the search icon at the top of To Do and type part of its title.
What happens next
An item leaves your list once you've done it, and whoever sent it is told:
- a form when you submit it
- a document when you sign it
- an event when you answer it
- an invoice when it's paid
- a task when it's marked Done
The list updates by itself. A repeating item comes back at its next date.
If something goes wrong
- Open Task is greyed out. The case is closed, so nothing can be done on it.
- An item you expected isn't there. It may not be published yet, or not be assigned to you. To Do also leaves out sections your role can't open.
Your firm may have changed what each role can do on a case. If an option described here is missing, ask an Admin of your hub.