What is a to-do?
What to do about to-do's?
This article aims to answer that!
What is a to-do?
A to-do is a method of communication in Silverfin, just as a 'note' is. However, it differs from a note in that it creates an action point that needs to be fulfilled and which can be monitored against a workflow. This is because a to-do item contributes towards the % completion a workflow once created.
How do I find a to-do?
A to-do is easily identifiable on a workflow.
Client Overview page: You can see how many to-do items are in a workflow.
Workflow working screen: filter on to-do items by clicking the lightning bolt:
How do I mark off a to-do item?
Once you've completed the action item, access the relevant template, and go to the communications pane on the right:
Then simply click the circle, and the to-do will be marked as complete!
If you look at your workflow progress, you'll now see an increase.
Now to get started on the other 3 to-do items, the15 reconciliations and 20 starred accounts that need reconciling...I've got a lot ' to do' ;)