{"id":987523901,"date":"2026-04-05T14:39:42","date_gmt":"2026-04-05T14:39:42","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=987523901"},"modified":"2026-04-05T14:40:01","modified_gmt":"2026-04-05T14:40:01","slug":"todo-small-and-quick-tasks","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/es\/manual\/todo-small-and-quick-tasks\/","title":{"rendered":"ToDo &#8211; Small and Quick Tasks"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00bb1&#8243; _builder_version=\u00bb4.16&#8243; global_colors_info=\u00bb{}\u00bb][et_pb_row column_structure=\u00bb3_4,1_4&#8243; module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb4.16&#8243; width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|0|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb global_colors_info=\u00bb{}\u00bb][et_pb_column type=\u00bb3_4&#8243; _builder_version=\u00bb4.16&#8243; custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb4.27.6&#8243; custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb||2px|||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<h2>ToDo &#8211; Small and Quick Tasks<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.27.6&#8243; custom_margin=\u00bb30px|40px|33px|||\u00bb custom_padding=\u00bb0px|||||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div data-message-author-role=\"assistant\" data-message-id=\"03a1d6fc-f64d-48bc-885b-989063a67c4a\" dir=\"auto\" class=\"min-h-[20px] text-message flex flex-col items-start whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 juice:w-full juice:items-end overflow-x-auto gap-2\">\n<div class=\"flex w-full flex-col gap-1 juice:empty:hidden juice:first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<h5>The ToDo feature introduces a new universal tool for assigning small operational tasks across the entire Teamogy system.<\/h5>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.27.6&#8243; text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb min_height=\u00bb71px\u00bb custom_margin=\u00bb|40px|9px|||\u00bb custom_css_free_form=\u00bbli {||  text-shadow: none !important;||}\u00bb ul_text_shadow_style=\u00bbpreset3&#8243; global_colors_info=\u00bb{}\u00bb]<\/p>\n<p data-start=\"246\" data-end=\"307\"><strong>ToDo items are designed as small and quick tasks that can be:<\/strong><\/p>\n<ul data-start=\"309\" data-end=\"473\">\n<li data-section-id=\"136mlkj\" data-start=\"309\" data-end=\"347\">created <strong>on any entity<\/strong> in the system,<\/li>\n<li data-section-id=\"15g0r98\" data-start=\"348\" data-end=\"414\">created <strong>independently<\/strong> without being linked to a specific entity,<\/li>\n<li data-section-id=\"1rthwev\" data-start=\"415\" data-end=\"473\">and then <strong>assigned either to another user or to yourself.<\/strong><\/li>\n<\/ul>\n<p data-start=\"475\" data-end=\"662\">ToDo items are especially suitable for short <strong>operational tasks<\/strong>, <strong>reminders,<\/strong> or<strong> simple requests<\/strong> that do not need to be recorded as full standard tasks or as part of a more extensive agenda.<\/p>\n<p>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/OpportunityToDoNotClose.png\u00bb title_text=\u00bbOpportunityToDoNotClose\u00bb _builder_version=\u00bb4.27.6&#8243; _module_preset=\u00bbdefault\u00bb custom_margin=\u00bb||15px|||\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/JobToDo.png\u00bb title_text=\u00bbJobToDo\u00bb _builder_version=\u00bb4.27.6&#8243; _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.27.6&#8243; custom_margin=\u00bb30px|40px|13px|||\u00bb custom_padding=\u00bb0px|||||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div data-message-author-role=\"assistant\" data-message-id=\"03a1d6fc-f64d-48bc-885b-989063a67c4a\" dir=\"auto\" class=\"min-h-[20px] text-message flex flex-col items-start whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 juice:w-full juice:items-end overflow-x-auto gap-2\">\n<div class=\"flex w-full flex-col gap-1 juice:empty:hidden juice:first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<h5>Main Principle of How toDo Works<\/h5>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.27.6&#8243; text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb min_height=\u00bb239px\u00bb custom_margin=\u00bb|40px|-77px|||\u00bb custom_padding=\u00bb||0px|||\u00bb ul_text_shadow_style=\u00bbpreset3&#8243; global_colors_info=\u00bb{}\u00bb]<\/p>\n<p data-start=\"701\" data-end=\"774\"><strong>Each ToDo has a simple workflow and only two basic statuses are recorded:<\/strong><\/p>\n<ul data-start=\"776\" data-end=\"943\">\n<li data-section-id=\"1sv04hm\" data-start=\"776\" data-end=\"855\"><strong data-start=\"778\" data-end=\"786\">Done<\/strong> \u2013 marked by the responsible person once the task has been completed.<\/li>\n<li data-section-id=\"1youupb\" data-start=\"856\" data-end=\"943\"><strong data-start=\"858\" data-end=\"868\">Closed<\/strong> \u2013 marked by the requester once they acknowledge or approve the completion.<\/li>\n<\/ul>\n<p data-start=\"945\" data-end=\"1021\"><strong>A ToDo is removed from active records only after it is marked as Closed.<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.27.6&#8243; custom_margin=\u00bb30px|40px|13px|||\u00bb custom_padding=\u00bb0px|||||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div data-message-author-role=\"assistant\" data-message-id=\"03a1d6fc-f64d-48bc-885b-989063a67c4a\" dir=\"auto\" class=\"min-h-[20px] text-message flex flex-col items-start whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 juice:w-full juice:items-end overflow-x-auto gap-2\">\n<div class=\"flex w-full flex-col gap-1 juice:empty:hidden juice:first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<h5>Where to Find ToDo<\/h5>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.27.6&#8243; text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|6px|||\u00bb ul_text_shadow_style=\u00bbpreset3&#8243; global_colors_info=\u00bb{}\u00bb]<\/p>\n<p data-start=\"1236\" data-end=\"1307\"><strong>ToDo items are quickly accessible directly from the system\u2019s main menu.<\/strong><\/p>\n<p data-start=\"1309\" data-end=\"1354\">The ToDo icon shows the <strong>number of ToDo<\/strong>\u00a0that:<\/p>\n<ul data-start=\"1356\" data-end=\"1390\">\n<li data-section-id=\"112omw1\" data-start=\"1356\" data-end=\"1372\">are due today,<\/li>\n<li data-section-id=\"3aj9br\" data-start=\"1373\" data-end=\"1390\">or are overdue.<\/li>\n<\/ul>\n<p data-start=\"1392\" data-end=\"1487\"><strong>This gives the user an immediate overview of the most urgent ToDo items that require attention.<\/strong><\/p>\n<p>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/JobAllToDo.png\u00bb title_text=\u00bbJobAllToDo\u00bb _builder_version=\u00bb4.27.6&#8243; _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.27.6&#8243; custom_margin=\u00bb30px|40px|13px|||\u00bb custom_padding=\u00bb0px|||||\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div data-message-author-role=\"assistant\" data-message-id=\"03a1d6fc-f64d-48bc-885b-989063a67c4a\" dir=\"auto\" class=\"min-h-[20px] text-message flex flex-col items-start whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 juice:w-full juice:items-end overflow-x-auto gap-2\">\n<div class=\"flex w-full flex-col gap-1 juice:empty:hidden juice:first:pt-[3px]\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<h5>Overview of Your Own ToDo Items<\/h5>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb4.27.6&#8243; text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|6px|||\u00bb ul_text_shadow_style=\u00bbpreset3&#8243; global_colors_info=\u00bb{}\u00bb]<\/p>\n<p data-start=\"1525\" data-end=\"1595\"><strong>Each user has access to their own ToDo overview, which displays tasks:<\/strong><\/p>\n<ul data-start=\"1597\" data-end=\"1643\">\n<li data-section-id=\"ra5sjr\" data-start=\"1597\" data-end=\"1621\">assigned to that user,<\/li>\n<li data-section-id=\"8nn58m\" data-start=\"1622\" data-end=\"1643\">sorted by due date.<\/li>\n<\/ul>\n<p data-start=\"1645\" data-end=\"1766\">This overview makes it easy to track what needs to be completed first and keeps all small operational tasks in one place.<\/p>\n<p>[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/ToDoModuleView.png\u00bb title_text=\u00bbToDoModuleView\u00bb _builder_version=\u00bb4.27.6&#8243; _module_preset=\u00bbdefault\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb4.27.6&#8243; text_font=\u00bb|300|||||||\u00bb ul_font=\u00bb||||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb||0px|||\u00bb ul_text_shadow_style=\u00bbpreset3&#8243; global_colors_info=\u00bb{}\u00bb]<\/p>\n<p data-start=\"2808\" data-end=\"2885\"><strong>ToDo items are primarily intended for recording smaller operational requests. <\/strong><strong>For more complex assignments,<\/strong> broader coordination, or more detailed work management, we still recommend <strong>using standard tasks<\/strong> and other related agendas in the system.<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686&#8243; saved_tabs=\u00bball\u00bb global_colors_info=\u00bb{}\u00bb]<\/p>\n<p><span style=\"color: #f26522\"><b>Get in Touch<\/b><\/span><\/p>\n<p><span style=\"color: #000000\">If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0<span style=\"text-decoration: underline;color: #0c71c3\"><a href=\"https:\/\/www.teamogy.com\" style=\"color: #0c71c3;text-decoration: underline\">www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=\u00bb1_4&#8243; _builder_version=\u00bb4.16&#8243; custom_padding=\u00bb|||\u00bb global_colors_info=\u00bb{}\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_sidebar area=\u00bbet_pb_widget_area_1&#8243; _builder_version=\u00bb4.16&#8243; header_font=\u00bb||||||||\u00bb header_font_size=\u00bb30px\u00bb body_font=\u00bb||||||||\u00bb body_font_size=\u00bb14px\u00bb body_line_height=\u00bb1.6em\u00bb global_colors_info=\u00bb{}\u00bb][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>ToDo &#8211; Small and Quick Tasks The ToDo feature introduces a new universal tool for assigning small operational tasks across the entire Teamogy system. ToDo items are designed as small and quick tasks that can be: created on any entity in the system, created independently without being linked to a specific entity, and then assigned [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[291],"tags":[],"class_list":["post-987523901","post","type-post","status-publish","format-standard","hentry","category-manual"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"ToDo \u2013 Small and Quick Tasks The ToDo feature introduces a new universal tool for assigning small operational tasks across the entire Teamogy system. 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