The To-Do List helps you track actions required by your Community Owners. Each item represents a task that requires attention before onboarding, product approval, or compliance activities can be completed.
Your To-Do List may include requirements related to:
- Specifications
- Documents
- Products
- Locations
- Assessments
- Workflows
The items displayed depend on the requirements configured by your Community Owners.
Where to Find Your To-Do List
The To-Do List is displayed on your dashboard and highlights open items that require action.
Selecting a to-do item takes you directly to the record or workflow where action is required.
Understanding To-Do Types
| To-Do Type | Description |
|---|---|
| Specification Request | A Community Owner has assigned a specification that requires a response. |
| Document Requirement | A required document is missing, expiring, or needs to be updated. |
| Product Requirement | Product information must be created, updated, or shared. |
| Location Requirement | Location information must be provided or updated. |
| Workflow Task | A workflow step has been assigned and requires completion. |
| Assessment Requirement | An assessment or questionnaire must be completed. |
Completing To-Do Items
- Select the item from your dashboard.
- Review the requirement.
- Complete the requested action.
- Save or submit your changes.
Once the requirement is satisfied, the item is automatically removed from your To-Do List.
Why Do Different Suppliers See Different To-Dos?
To-Do Lists are driven by Community Owner requirements.
Because each Community Owner can configure different onboarding, product management, and compliance requirements, the items displayed may vary between suppliers.