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To-Dos Grid Page

You can review all to-dos in the application on the To-Dos Grid page based on your user role’s permissions. Access the To-Dos Grid page by clicking the To-Dos tab on the left sidebar. The main elements on the To-Dos Grid page are numbered in the screenshot below and descriptions are provided following the image. 

1) filters above the grid. 2) the grid. 3) Add To-Do button above the grid. 4) Search box above the grid. 5) checkbox beside a case record in the grid. 6) page numbers and number of records under the grid.

  1. To-dos Grid filters: you can filter the To-dos Grid to narrow down the to-dos displayed in the grid. The filters available by default are "Team", "Status", "Due Date", "Responsible", and "Created Date". You can add more filters by clicking the Filter Menu button (), selecting the fields by which you want to narrow down the grid data, then clicking Done. The filter menu includes all to-do fields.
  2. To-Dos Grid: each row represents one to-do record in Case IQ. Click a to-do row and its page will be loaded (see A To-Do's Page). You will only see to-dos on the To-Dos grid that you have permissions to access.
  3. Add To-do button: navigates you to the New To-do form to add a to-do (see Add a To-Do).
  4. “Search content…”: enter text in the search box and the grid will pull all to-dos that (1) contain the text and (2) you have permissions to access (read Grids for details).
  5. Select to-dos: click the checkbox to select the to-do row and access additional grid actions (read Grids for details).
  6. Grid pages: navigate through the grid results using the page links below the grid. The number of records based on your filters and search criteria is shown at the right bottom corner of the page.