To-Do List
View a list summarizing items that require your action from any area of SuiteProjects Pro.
Your to-do list is available from any page in SuiteProjects Pro.
To view your to-do list, click the to-do button that is located under the create button in the upper-left corner.
The to-do list is a summary of workflow tasks, that is, tasks that require action from you as part of a workflow or business process. Each entry in the to-do list shows the number of items, the type of items, and the action required for these items.
The to-do list includes all workflow tasks from the Reminders portlet on the classic homepage, and some workflow tasks from the My status portlet. Workflow tasks in the My status portlet for which you cannot take direct action are not included in the to-do list. For more information about standard portlets on the classic homepage, see Standard Homepage Portlets.
Click an entry in the to-do list to go to the corresponding item list and complete the action. After you complete the action for all items, the action is removed automatically from your to-do list.
The to-do list can include the following workflow tasks:
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Items that you need to approve.
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Open items that you need to submit for approval.
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Rejected items that you need to verify and submit again for approval.
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Authorizations against which you need to submit expenses.
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Approved purchase request items for which you need to issue a purchase order, and in some cases, identify a vendor.
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Pending tasks that you are assigned to, or booked for.
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Unresolved issues (action items) that you are assigned to.
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Timesheets submitted or approved by a proxy user that you need to review and confirm.
The To-Do List feature was enabled by default for all accounts with the 2024.2 upgrade. To disable the feature in your company's account, contact SuiteProjects Pro Support.