To-dos
To-dos | Notifications | Keep Track of Assigned To-dos | Personal To-dosTo-dos
Tasks not organised in a task management system can easily be overlooked. With MOCO To-dos, you can effortlessly manage administrative tasks, milestones, and reminders.
Enable/Disable
Enable or disable To-dos for the desired areas (Projects, Leads, Personnel, Companies, Contacts) in the Settings.
To-dos for Projects, Leads, Personnel, etc.
Capture
Capture To-dos directly via the detail page (1) or list (2) in the form of a checklist.
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Keep track of projects with overdue To-dos at a glance
In the list views for Leads and Projects, you can filter for relevant entries with a single click using the Smart Filter "Overdue To-dos" (3).
Capture To-dos directly via the detail page (1) or list (2) in the form of a checklist.
(English image not yet available)Keep track of projects with overdue To-dos at a glance
In the list views for Leads and Projects, you can filter for relevant entries with a single click using the Smart Filter "Overdue To-dos" (3).
Notifications
Responsible Person Notified Upon Due Date
If tasks become overdue, the responsible individuals (such as project managers, lead persons, etc.) are informed, regardless of whether a person is assigned to the task or not.
Optional Notification Upon Assignment
MOCO notifies the individual when a task is assigned to them. This notification can be disabled in your profile under Notifications.
If tasks become overdue, the responsible individuals (such as project managers, lead persons, etc.) are informed, regardless of whether a person is assigned to the task or not.
Optional Notification Upon Assignment
MOCO notifies the individual when a task is assigned to them. This notification can be disabled in your profile under Notifications.
Keep Track of Assigned To-dos
In the top right menu under "To-dos," each user can access their assigned tasks as well as their personally recorded ones.
Action Required Notification
MOCO indicates currently overdue personal or assigned to-dos with a blue dot.
(English image not yet available) The list is sorted by due date by default. This way, you can keep an eye on the most urgent tasks and quickly see what's coming up in the next few days.
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As expected with to-dos, they can be completed or checked off. Completed tasks can be revisited anytime using the filter.
Filter
Filter the list by categories if you want to narrow down specific to-dos, or use the search for specific keywords.
Stay Informed on the Go & Record Personal To-dos
Stay informed on the go: To-dos are part of the MOCO iPhone App.
Personal To-dos
Each user can record their personal to-dos in MOCO.
Simply click on the new to-do icon at the top right of the main menu, right next to notifications, to get started. Personal to-dos are only visible in the profile of the respective person.
(English image not yet available)... or easily record personal to-dos on the go using the iPhone app:
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