| User roles |  Admin |  staff contributor |  External contributor | ✗ Pulse user |
To-do's are an important communication tool in Silverfin, similar to notes. The difference is that a to-do requires an action to be completed before the workflow can be finalized. To-do's contribute to the 100% completion bar of the workflow. Below is a summary of the most important information and clear guidelines for using to-do's in Silverfin.
TABLE OF CONTENTS
Key Information
- What is a To-Do?
- A to-do is an action item that needs to be completed to finalize the workflow.
- How to Find a To-Do?
- To-do's can be easily found in the workflow.
- How to Check Off a To-Do?
- Mark a to-do as completed once the action is performed.
Detailed Guidelines
How to Find a To-Do?
- File Overview: Here you can see the total number of to-do's and how many have been processed:
- Workflow working screen: Filter on to-do's by clicking the lightning bolt:
How to Check Off a To-Do?
- Open the Communication Panel: Go to the account or note and open the communication panel on the right side of the screen:
- Mark as Completed: Click on the circle to mark the to-do as completed.
- View the Progress Bar: The percentage in the progress bar will increase once the to-do is completed:
