In GoExpand, To-Dos can be the building blocks of Rocks, important items for discussion in Meetings, or stand-alone “to dos” for individuals in the organization. No matter how they are used, To-Dos are action items assigned to an individual, given a start and deadline date. To-Dos can be marked as “Promised” if they are tied to team commitments and will contribute to a user’s To-Do completion percentage. To-Dos can include additional information and resources in the “To-Do Details.” ,and if equipped, Speech Recognition can be utilized in any To-Do Details section. A To-Do can be created from the navigation panel, the To-Do widget on the dashboard, the My To-Do page, within a Rock, and in meetings.
To-Dos come in a few different states:
- Not Started: The To-Do is not in progress and it’s not complete; no radio buttons are on.
- In Progress: The To-Do has started; the first radio button is selected.
- Complete: The To-Do has been marked as “complete” by the person it’s assigned to; both radio buttons are selected.
Completed To-Dos will drop down to the “Completed” section and can be reopened by unchecking the “complete” radio button. To-Dos that were setup to be reviewed by a supervisor will appear in the “For Review” section and cannot be fully complete until the employee’s direct “Reports To” reviews the To-Do and deems it complete and up to standard. At this point, the supervisor may either “Approve” it or “Reject” it.
Rejecting a To-Do puts it back on the To-Do list for the user it was assigned to, with a visual indicating it was, for whatever reason, rejected. Accepting the To-Do archives it.
As they say, “Trust, but verify.”
Once a To-Do has been assigned to you, you’ll find a running To-Do list on your Dashboard as well as in My To-Do List on the navigation panel.
Lengthy titles can seen by hovering over them. To-Dos can be opened by clicking the title. You can re-order your To-Dos by dragging and dropping them by the handle (three lines on the far right-hand side) into a priority order. By clicking the three vertical dots, you can interact with To-Dos in the following ways:
- To-Do Details: Opens a the modal window just as if you’d clicked the title.
- Watch: This allows you to get notifications about this To-Do, specifically, depending on how you’ve set your notification preferences in the Notifications tab of your profile.
- Star: Used just as you might “flag” an email. This could be a priority or a favorite. That’s totally up to you.
- Reassign: Allows you to reassign this To-Do to another individual working in the same group (meeting or Rock).
- Delete: This will remove the To-Do totally from both your To-Do list as well as any meetings or Rocks it may be associated with.
NOTE: The delete function here is a “soft delete”. The To-Do isn’t really deleted; it’s just “deactivated” and “hidden”. Create a support ticket if you’ve “deleted” a To-Do by mistake.
Understand the Evolution
As a To-Do gets worked through, the dates will change, it could be reassigned, the scope of work involved in that To-Do could change. Change happens, but GoExpand tracks every change to a To-Do. Click the “maximize” icon in the modal toolbar to show a revision history of the To-Do details. Alternatively at the bottom, you can click “To-Do History” for a timeline view of all other changes made to a To-Do.
Next up: The Accountability Chart
