How to Add Todo Group

Roles and Permissions:

Organization Owner/Manager :
They Add can Todo Group, View Todo Group and Edit Todo Group.

Delivery Head :
They can Add Todo Group, View Todo Group and Edit Todo Group.

Project Manager (User) :
They can't Add Todo Group. They can edit and view only assigned Todo Group.

User :
They can't Add Todo Group and Edit Todo Group .

They can view only assigned Todo Group. Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

Step 1:

Go to Project module and select Project >> Click on Todo tab.

Step 2:

Go to add button>> click drop down>> select Add Todos Group

Step 3:

Following fields are to be filled:
Project name - Auto Populated
Todo Group Name
Related Milestone
Flag

Click** Save** button, Receive a pop up for successful addition of Todo Group.

Updated on: 20/02/2024