Table of Contents
TO-DO
Category: Workflow / Internal
Description
This action adds a "to-do" item to the workflow which may optionally be assigned to someone to review, and/or a due date. This action has no effect on the workflow, itself.
Use cases
This action is designed to aid in the organization and collaboration of workflow development by introducing to-do "notes" into the workflow that can bring attention to proposed workflow edits, algorithm concepts, introduce sample data, etc. at the position of the To-do action.
Action settings
Setting | Description |
---|---|
What should be done? | Enter the message text regarding what should be reviewed or accomplished at this point in the workflow. |
Edit.. | This button opens the parameterized text editor in which parameters and/or paths can be inserted into the message body. |
Assigned to | Check this option to enter the name of the person who should review this to-do item. |
Due date | Check this option to enter a due date for this to-do item. |
Add columns | (Optional) Enter column names for new columns to be appended to the incoming dataset, relating to this to-do item. These columns will be available in downstream actions. |
With dummy values | Check this and enter a "dummy value" to populate the new column with. |
Remarks
As mentioned in the Description, this action is a "placeholder" and has no effect on downstream actions unless columns are added within the To-do (added columns will be available to downstream actions).
A list of To-do actions within a project can be reviewed by using the Find actions tool (Main ribbon tab) and selecting the "To-do" option under "Quick filters".
A to-do list can be created as a dataset by using the "To-do list" command of the Project metadata action. This creates a dataset that includes the module name, Description, Assigned to name, and Due Date of all to-do actions in the project.