To-Do List widget

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This topic is shared by BAW, CP4BA. Last updated on 2025-03-13 12:15

You use the To-Do List widget to display checklists of to-do items to case workers. To-do items are based on to-do tasks and quick, which do not have an associated workflow. You can define to-do tasks as discretionary if you want to allow case workers to add to-do items at run time. You can enable quick tasks to allow users to create their own to-do tasks.

To-do tasks can be used to record information or track completion of case-related tasks that occur outside of the workflow system. For example, if the solution that you are designing is for automobile claims and one of the case types is for automobile accidents, you can create to-do tasks such as calling the claimant, calling the repair shop, uploading accident photos, and so on.

In Case Builder, you add to-do tasks for case types. Then, you can edit To-Do List widget settings to select the to-do tasks to display in the To-Do List widget. You can also specify which buttons to include on the toolbars for to-do items and the to-do list.

You enable users to create quick tasks by selecting the Enable case workers to create quick tasks option for the case type.