Aha! Ideas | To-dos

To-dos are a powerful way for you and your team to manage tasks that need to be completed. You can add to-dos to most record types and screens in your Aha! Ideas account.

Click any of the following links to skip ahead:

• Create a to-do

• Assign to-dos

• Organize to-dos

• Report on to-dos

Create a to-do

There are two types of to-dos.

• To-dos have a Name, Description, Assignee, and Due date. Assignees mark the to-do complete when they have completed the task.

• Approval to-dos function like to-dos with two key differences:

  • They have additional resolution options. Users can choose to Approve, Approve with changes, or Reject an approval to-do.

  • They can be configured as part of a workflow approval gate in your status workflow, where they are assigned to a workflow approval group.

You can create either type of to-do from the To-dos section of a record. Click the + icon, select the to-do type, then fill out the to-do. Click Save to create your to-do, or click Click here to add another to create multiple to-dos.

Note: If used as part of a fixed workflow, approval to-dos will appear automatically in the Workflow approvals section of a record.

To-dos do not have to be attached to an Aha! Ideas record. Click the + icon in the upper righthand corner of your screen to create a private to-do.

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Assign to-dos

When you create and assign a to-do, or add or remove to-do assignees, the relevant users receive an email and a notification from Aha! Ideas with a link back to the relevant record. You can also assign to-dos to yourself (though Aha! Ideas will not notify you in that case).

Note: You can create a to-do three ways: from an individual record, through a fixed workflow, or by clicking the + icon in the upper-right corner of Aha! Ideas to create a to-do not associated with any records. Users can choose to opt out of Aha! Ideas notifications on a per-workspace level, but since to-dos that aren't associated with any records also aren't associated with any workspace, users will always receive notifications about those to-dos.

Aha! Ideas sends notifications to to-do assignees one day before the due date, the day of the due date, and each day after the due date until the assignee completes the to-do.

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Organize to-dos

To-dos are manually sortable so they can be organized by due date or other personal preferences. To sort, navigate to your My work page, then hover over a to-do until the cross appears. Click and drag the to-do to your preferred order.

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Report on to-dos

Like any record type in Aha! Ideas, you can report on to-dos.

• Build reports on to-dos and their associated attributes, such as assignee, status, and due date.

• On any record using a fixed workflow, scroll down to the Workflow approvals section and click View in pivot report to view a prebuilt report on the approvals by record and status transition.

• Navigate to your My work page to get a quick snapshot of your to-dos or to-dos for members of your team.

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