Page Comparison

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Overview

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Accessing the To-Do List

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Accessing the To-Do List from Email Notifications

Viewing Current Assignments

The To-Do List automatically defaults to your current list needing immediate attention.

To view your assigned items, complete the following steps:

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Viewing Upcoming Items

Compliance items that list you as a reviewer or verifier are located in the Upcoming Items tab. They do not require action from you until the current assignee submits information or verifies a submission. Then these items are added to your To-Do Items list.

To view upcoming items, complete the following steps:

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Viewing Submitted Items

You can also quickly see the items already submitted and alter them if necessary. If the items you've submitted have verifiers or reviewers who have yet to take action on them, those items will wait in the Submitted Items tab. 

To view your submitted items, complete the following steps:

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Viewing Completed Items

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Opening Tasks, Assessments and Requests

To open an assessment, request or issue, complete the following steps:

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Creating a New Item

The To-Do List provides the ability to create a new task, assessment or request directly on the To-Do List module.

To create a new item on the To-Do List, complete the following steps:

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Exporting from the To-Do List

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Additional Actions

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Overview

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Whether you're an occasional user or a power user, the To-Do List centralizes assignments allowing you to focus on critical tasks that need immediate attention. 

Table of Contents

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