Workday User Manual
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  1. Todo Screen

Manage Todo Page

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Last updated 2 years ago

When you click on the date card, the task creation page is displayed with the following details,

  • Date

  • Working Status

  • Add icon

  • Stats

  • Existing Tasks

Date

Current date will be displayed as a label.

Working Status

The user cannot create, edit, and delete the task for the current day without selecting the working status.

Add Icon

By clicking the “+” icon, the task creation page is displayed with the following details,

  • Title

  • Estimated Effort

  • Additional Notes

  • Tags

  • Planned/On Demand switch

Title

The user can enter the task title in the field.

Estimate effort

User can enter the estimated effort for the task.

Additional Notes

User can enter the additional notes in the field based on the task, this one is optional while creating a task.

Tags

User can select a tag from the list. It’s a multi-choice so users can select more than one tag for a task.

Planned/On Demand

Based on the task, the user can select between Planned or On Demand.

Add Task

After filling in the details, click the “Add Task” button. The task will be created and displayed in the “Existing Task” grid.

The following details are displayed in the “Existing Tasks” grid they are,

  • Title

  • Status

  • Estimate

  • Actuals

  • Actions

Title

Task title will be displayed.

Status

After creating the task, the task status will be displayed as “Yet to Start” as default. Users can update the task status to In-progress, On Hold, and Completed. Based on the task status.

Estimated

Estimated effort will be displayed.

Actuals

By default a task’s actual effort will be displayed as 0. Once the user updates the actual task, the updated value will be displayed.

Actions

In the actions, we have the following options,

  • Edit

  • Delete

  • Move to Previous Day

  • Move to Next Day

Edit

By clicking on the edit icon “Edit Task Form” page is displayed. Users can update the following fields,

  • Title

  • Actual Effort

  • Additional Notes

  • Tags

  • Status

  • Planned/On Demand

Actual Effort

By default, the actual effort will be displayed as 0. The user can update the actual task according to his effort.

Additional notes

Users can update the additional notes. It’s mandatory to fill in the additional notes when the status of the task is selected as ‘On-hold’ or‘ Completed’.

Status

By default “Yet to Start” status is selected. User can select the status based on their work.

Update Task

After updating the values in the field when you click the “Update Task” button, the task will be update. The task grid will be displayed like the one mentioned below once an update is completed.

The order sequence of the tasks is ‘In progress’, ‘Yet to Start’, ‘Completed’, and ‘On hold’. In this order, the tasks will be displayed in the grid.

Delete Task

Delete confirmation popup will be displayed once you clicked the button, according to which the task will get deleted.

Users can not delete the task when it is in the completed status. Also, you can not delete the day before yesterday's tasks.

Move to Previous Day

Move to the previous icon will be disabled for the current day and it's enabled for the future days. By using this icon, the user can move the current day task to the previous day

Move to next day

This icon is enabled for the current day, the previous day, and future day’s tasks when the task status is ‘On hold’ and ‘Yet to Start’. By using this, the user can move the task to the next day. For the ‘Completed’ and ‘In-progress’ task, move to previous day and future day will not be functional.

View Task

By clicking on the view icon, the user will be navigated to the task page, and the details about the task will be displayed as a label.