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To Do List

The To Do List lists everything that needs your attention — tasks, approvals, RAID items, timesheets, and measurements — along with their due dates, so you can see what's outstanding and what's coming up.

Viewing your To Do list

There are two ways to view your To Do list:

When you receive a new item on your To Do list, a counter appears on your profile icon at the top right corner of your screen.

The To Do counter on the profile icon.
The To Do counter on the profile icon.

To access these items:

  1. Click your profile icon to open the personal menu.
  2. Click To Do List. A side sheet opens, listing all of your To Do List items.
The To Do List option in the personal menu.
The To Do List option in the personal menu.
The To Do List side sheet.
The To Do List side sheet.

To do list items

Each item in the To Do List can be expanded for more details and actions. There are several types of items, each with its own interaction:

  • Measurement Due — lets you add a value to an outstanding measurement.
  • Status Update Requests — lets you view a requested status update.
  • Tasks — lets you update progress and adjust due dates.
  • RAID Items — lets you view and act on a RAID item that needs your attention, such as an overdue review.
  • Timesheets — where timesheets are enabled for your instance, lets you submit a due timesheet or review a rejected one.
  • Approvals — lets you review, and approve or reject, a pending request. This covers several types of request, including initiative, benefit, milestone, stage gate, actuals, RAID, and status report approvals.