ToDo

ToDo is a list of activities that is to be done by a particular individual.
ToDo is a simple tool where you can define the activities to be done. The ToDo List will enlist all the activities assigned to you and by you.
A ToDo also gets auto-created when any other Document is assigned to you.

How to create a ToDo

1. Go to the ToDo list, and click new.
2. You will be redirected to a Quick Entry for ToDo, wherein you will be required to enter the description of the ToDo.
3. Or edit the todo in full format and fill other fields such as assigned to , date...
4. Save.

ToDo Notification

Once a ToDo is created, the assigned user will get a notification for the ToDo by system notifications and email.

References

Every Document in ERPNext has an option called 'Assign To' in the side-bar. Using this option, any Dcoument can be assigned to the user. The User would be assigned a ToDo simultaneously.

Reference Type: When a ToDo is created from another document, say a Task or an Issue, the Reference Document Type gets linked to the ToDo here. You can also choose to add a Reference Document Type manually.
Reference Name: On assignment via another DocType, the name of the Reference DocType also gets linked over here.
Assignment By: When you get assigned aa ToDo via another Document Type, the name of the person making the assignment also gets tagged.

Statuses

: A ToDo by default is marked Open when it is created.
: When an activity is completed, the ToDo can be marked as 'Closed' or 'Resolved' or 'Completed'. Further, for conditions like Issue Resolved or task Completed; the ToDo gets closed automatically. It can also be Reopened if required.
: When a user gets removed from the assignment of a ToDo/Task/Issue, the ToDo linked to that Document automatically gets 'Cancelled'.