{"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\/ro\/manual\/todo-small-and-quick-tasks\/","title":{"rendered":"ToDo &#8211; Small and Quick Tasks"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;4.16&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;27px|0px|0|0|false|false&#8221; make_fullwidth=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.27.6&#8243; custom_margin=&#8221;|40px|40px|||&#8221; custom_padding=&#8221;||2px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>ToDo &#8211; Small and Quick Tasks<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.6&#8243; custom_margin=&#8221;30px|40px|33px|||&#8221; custom_padding=&#8221;0px|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/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=&#8221;4.27.6&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; min_height=&#8221;71px&#8221; custom_margin=&#8221;|40px|9px|||&#8221; custom_css_free_form=&#8221;li {||  text-shadow: none !important;||}&#8221; ul_text_shadow_style=&#8221;preset3&#8243; global_colors_info=&#8221;{}&#8221;]<\/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=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/OpportunityToDoNotClose.png&#8221; title_text=&#8221;OpportunityToDoNotClose&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||15px|||&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/JobToDo.png&#8221; title_text=&#8221;JobToDo&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.6&#8243; custom_margin=&#8221;30px|40px|13px|||&#8221; custom_padding=&#8221;0px|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/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=&#8221;4.27.6&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; min_height=&#8221;239px&#8221; custom_margin=&#8221;|40px|-77px|||&#8221; custom_padding=&#8221;||0px|||&#8221; ul_text_shadow_style=&#8221;preset3&#8243; global_colors_info=&#8221;{}&#8221;]<\/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=&#8221;4.27.6&#8243; custom_margin=&#8221;30px|40px|13px|||&#8221; custom_padding=&#8221;0px|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/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=&#8221;4.27.6&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; custom_margin=&#8221;|40px|6px|||&#8221; ul_text_shadow_style=&#8221;preset3&#8243; global_colors_info=&#8221;{}&#8221;]<\/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=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/JobAllToDo.png&#8221; title_text=&#8221;JobAllToDo&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.6&#8243; custom_margin=&#8221;30px|40px|13px|||&#8221; custom_padding=&#8221;0px|||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/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=&#8221;4.27.6&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; custom_margin=&#8221;|40px|6px|||&#8221; ul_text_shadow_style=&#8221;preset3&#8243; global_colors_info=&#8221;{}&#8221;]<\/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=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/ToDoModuleView.png&#8221; title_text=&#8221;ToDoModuleView&#8221; _builder_version=&#8221;4.27.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.27.6&#8243; text_font=&#8221;|300|||||||&#8221; ul_font=&#8221;||||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221; custom_padding=&#8221;||0px|||&#8221; ul_text_shadow_style=&#8221;preset3&#8243; global_colors_info=&#8221;{}&#8221;]<\/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=&#8221;3.26.5&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;-14px|40px||||&#8221; custom_padding=&#8221;12px|0px||||&#8221; text_font_last_edited=&#8221;off|desktop&#8221; global_module=&#8221;14686&#8243; saved_tabs=&#8221;all&#8221; global_colors_info=&#8221;{}&#8221;]<\/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=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_sidebar area=&#8221;et_pb_widget_area_1&#8243; _builder_version=&#8221;4.16&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221; global_colors_info=&#8221;{}&#8221;][\/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":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts\/987523901","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/comments?post=987523901"}],"version-history":[{"count":5,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts\/987523901\/revisions"}],"predecessor-version":[{"id":987523939,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/posts\/987523901\/revisions\/987523939"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/media?parent=987523901"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/categories?post=987523901"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/ro\/wp-json\/wp\/v2\/tags?post=987523901"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}