To-Dos/Activity
Track action items assigned to you on the To-Dos list. Complete tasks directly from this page by performing uploads or working on an Incident. Filter, sort, and change the layout according to your requirements.
When you complete a task, it disappears from your list. If multiple users are responsible for completing the same task, it appears in each user’s To-Do list until one person marks it complete. The system then removes the task from each user's list.
Select My Siterra > To-Dos/Activity in the top menu bar.
To-Do
Filter the To-Do list and save your viewing preferences using the toolbar:
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Show me: Display all To-Do items or only items of a specific type, such as Incidents or Events.
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Due in the next: Defines how far into the future items should appear. Options include Immediate, Week, 2 Weeks, 30 Days, 60 Days, 90 Days, 180 Days, or 365 Days.
You can only display Sub-tasks with a Planned Date up to 180 days in the future. If you select 365 Days.
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Save Criteria: Saves your current Show me and Due in the next settings. These preferences automatically load the next time you visit the page.
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All incomplete Tasks: Displays all To-Do items that are currently incomplete.
| Type | Status | Date |
|---|---|---|
|
Assets |
Installed OR Work Complete OR Inventory |
Where Notice Date is within the selected date range. |
|
Events |
Active |
Where Due Date is within the selected date range. |
|
Incidents |
Not Closed OR Not Selected |
Where Follow-up Date is within the selected date range. |
|
Lease Critical Dates |
Active |
Where Action Date, Notice Date, or Effective Date is within the selected date range. A separate line item appears for each date type. If all three dates are populated, up to three lines may appear. |
|
Lease Critical Dates |
Inactive OR Not Selected |
Where Action Date, Notice Date, or Effective Date is today or earlier. A separate line item appears for each date type. If all three dates are populated, up to three lines may appear. |
|
Project Sub-tasks |
Project is Active AND Sub-task is Active |
Where the Sub-task Start Date is within the selected date range. You can add the Start Date to the view by selecting a subtask view in the Show me filter and customizing the columns. |
| Unassigned Sub-tasks |
Project is Active AND Sub-task is Active |
Where the Sub-task Start Date is within the selected date range. |
Review the Date Type column to clarify date types for Critical Dates and identify the source of the each line displayed line item.
Perform these actions on the To-Dos page depending on the object type and your permissions.
| Object Type | Actions |
|---|---|
|
Assets |
View, Edit, Go to, Notes, Log |
|
Events |
Edit, Complete, Notes, Log |
|
Incidents |
Edit, Close, Notes, Log |
|
Lease Critical Dates |
View, Edit, Go to, Notes, Log |
|
Project Sub-tasks |
Approval: Approve, Mark NA, View Task, Go to Workflow, Notes, Log Form: View Form, Enter/Edit Data, Mark NA, View Task, Go to Workflow, Notes, Log Document: Upload, Mark NA, View Task, Go to Workflow, Notes, Log |
Classic