My to-do list widget

Description

Provides the ability to create, track, and manage a list of personal to-do items.

           

NOTE

The My to-do list widget is specific to the signed-in user only and only one version of the widget is available per user, per organization. That is, if the widget is added to multiple views in the same organization, each user views their own individual version of the widget only.

           

Using the widget

You can create, edit and delete to-do items as well as mark them complete directly in the widget in the Planview.Me or Portfolios overview views. 

Creating and editing to-do items

You can create up to 100 to-do items.

To create a to-do item

  1. Click Create to-do item.

  2. In the Item field, type the to-do item name.
  3. To make the to-do item a link, type the link URL in the URL field.
  4. Specify the due date, if applicable.
  5. Click Save.

To edit a to-do item

  1. Click ellipse_vertical_dk_gray.png > Edit item.
  2. Edit the item name, URL, or due date.
  3. Click Save.

To delete a to-do item

Click ellipse_vertical_dk_gray.png > Delete item. The item is deleted.

Sorting to-do items

By default, the items are sorted in the order that they are created, with the most recent items added to the bottom of the list.

You can change the order of the items to sort by column values in ascending or descending order, with the open items listed sorted first, followed by completed items. Or you can sort the items manually by dragging them up or down within the list.

To change the sort order of to-do items

  • To sort the items by the values in a column in ascending order, click the column heading. 
  • To sort the items by the column values in descending order, click the same column heading a second time.
  • To sort the items manually, do one of the following:
    • Click a column heading three times
    • Click the main widget menu icon ellipse_vertical_dk_gray.png > Enable manual sorting.

           

NOTE

Clicking a column heading automatically turns manual sorting off.

           

Working with to-do items

To mark a to-do item as complete

Click the checkbox for the item. The item is crossed out to show it has been completed, and it is moved to the bottom of the list.

To reopen a completed to-do item

Clear the checkbox for the item. The cross-out line is removed from the item.

To mark all to-do items as complete (or incomplete)

Clicking the main widget menu icon ellipse_vertical_dk_gray.png > Mark all > Complete (Incomplete).

Configuration settings

Option Description
Title Name of the widget.
Description Description that appears when the user clicks the information icon for the widget.