Thanks to To-do list in Thulium, no more errands to complete will escape you - plan your own day even more efficiently.
Within the homepage, each User can create their own list of tasks to be completed.
Tasks are divided into:
- Current - consist of overdue tasks and those that need to be done today,
- Future - tasks with a due date further than today,
- Done - tasks that are marked as completed.
To add a new task, click on .
For the task, you need to set a completion time and enter its name and optionally a description, after entering the data, confirm such with .
Checking the box will move the task to Done after a few seconds:
Similarly, clicking on will move the task to the Current or Future section after a few seconds.
In addition, a User with the Users permission can add tasks for a specific Agent.
Information about who created such a User task will be visible in the list:
To edit a given task, click , to delete such a task click
.
As part of deleting a task, the Thulium system will ask you to approve this action.
Additionally, it is possible to link tasks to a ticket. To add them, go to the specific ticket.