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The To Do List is a great way to create quick reminders on the go, for things that don't require a task to be created. It's also visible in Field.

  • To-Do Items are independent and not linked to any area in AroFlo, e.g. Tasks
  • To-Do Items can be assigned to other users
  • Entries are marked as completed by each user
  • To-Do Items are private. Only assigned users can see a To-Do item.
  • Incomplete To-Do items are flagged with a notification in the AroFlo header 

Use cases

  • Create quick reminders to write up a quote once you return to the office
  • You need to chat to another colleague about their availability for an upcoming job
  • Remind yourself to bring necessary equipment to the next job at hand.

Create a To-Do item

To create a To-Do Item:

  1. Click the  (list with tick) button in the AroFlo header
  2. Click the (plus) button
  3. Give your item a Description
  4. (optional) Set a Due Date using the calendar picker

    • If you don't set a date, the To-Do Item will default to today's date.
    • If the due date is passed, the To-Do Item will be highlighted in red.
  5. (optional) Click Add Users to assign the item to a user.

    • If you don't assign the item to a user, it will automatically be assigned to you
    • If you want to assign an item to yourself and others, be sure to add yourself as a user.
  6. Click Create to save the item.

Complete a To-Do Item

To complete a To-Do Item:

  1. Click the  (list with tick) button in the AroFlo header
  2. Click 'Completed' Checkbox beside the relevant item
    The item will now appear under the 'Completed' tab.

Multiple assignees

If the To-Do item is assigned to multiple users, each assigned user will need to mark the item as completed.

Assigned users that have completed a To-Do item appear in green. Users that have not completed a To-Do item appear in yellow.

Just like the Task List, click (My) next to Assigned To to switch to only view your To-Do items. Click (All) to switch back.

Manage To-Do Items

You can only edit and delete To-Do Items that you've created.

To edit a To-Do Item:

  1. From either the 'Open' or 'Completed' tab, click the (blue pencil) beside the relevant item.

  2. Make the relevant changes to the description and due date (see above)
  3. Save.

To delete a To-Do Item:

  1. From either the 'Open' or 'Completed' tab, click the (red rubbish bin) beside the relevant item

  2. Confirm deletion.

You can also mark a completed item as active again by finding the item in the 'Completed' tab and unticking the 'Completed' tickbox. The item will move back to the 'Open' status.