To-Do List Settings

The To-Do List Settings have been pre-configured for you, but you can make modifications that better suit your needs or those of your organization. To make any changes to the To-Do list Settings, navigate to To-Do List > Settings.

To-Do List Settings Tab

Under this tab, you can make the following settings changes: 

  • Categories – Enable if you would like to organize your To-Do List into categories
  • List View – List View sets how To-Do Lists function
    • Individual –  allows each user to have their own private To-Do List
    • Group –  allows all users to share one To-Do List
    • Master –  allows you to have one master List (created by an admin) for all users with individual completion of items
  • Sort Order – Items are first sorted by priority when ordered by ID, Alphabetical, or Category
  • Show Added By – This setting is only used when List View is set to Group
  • Show Date Completed – Choose if you want the date that an item was completed to display
  • Show Deadline – Choose if you want the date that an item is due to be completed 
  • Show Progress – Choose to active the Progress slider, and current progress for any item
  • Show Admin Bar Menu – This adds the To-Do List link in the Admin Top bar above your Dashboard/Site Header when logged in to Cadenza
  • Use WYSIWYG Editor – Enables the Visual Editor for the item editor (instead of plain text only)
  • Use Auto Paragraphs – Adds surrounding paragraph tags at line breaks automatically

Integrate with Post Planner – This option is not avaiable for Cadenza Users at this time. This plugin is for post publishing where a larger editorial staff is inv0lved with content production.

Advanced Settings Tab

Under this tab, you can make the following settings changes: 

  • Date Format – sets the format for dates used for Deadlines, Completion and when and item was Added 
  • Highest Priority Label – term used to identify highest priority items 
  • Middle Priority Label – term used to identify average priority items 
  • Lowest Priority Label – term used to identify lowest priority items 
  • Show To-Do Item ID – displays a database ID for the item
  • Show Date To-Do Was Added – shows the date an item was added to a list

Assign To-Do Items Settings (Only When Using Group or Master List View Types)

Configure these settings to be able to assign To-Do Items to other users.

  • Assign To-Do Items to Users – this setting must be set to Yes for the following settings to work.
  • Show a User Only the To-Do Items Assigned to Them – limites a Users view to ONLY items assigned to them and can’t view other items assigned to other Users
  • User Roles to Show – used in displaying the list of Users who can be assigned To-Do Items.

The following settings are for sending an email to Users when an item is assigned to them.

  • Email Assigned To-Do Items to User – used the email address of the assigned to User
  • Add Category to Email Subject If categories are enabled – adds the To-Do List Category used
  • Show Who Assigned the To-Do Item in Email – shows the User who assigned the Item
  • From Field for Emails – text used in the From email (not an email address)
  • From Email – the email address of the sender
  • Subject Field for Emails – subject of the email
  • Text in Emails – adds a short message before the assigned Items

Database Cleanup

You should avoid attempting to delete anything under these settings as most do not apply. Delete items under the To-Do List Management areas instead.

User Permissions Tab

Use extreme caustion when adjusting these settings. The default values are most like your best option for general use of To-Do-Lists

Under this tab, you can make the following settings changes: 

  • View To-Do Item Capability – allows the selected capability to view to-do items.
  • Complete To-Do Item Capability – allows the selected capability to mark to-do items as completed or uncompleted.
  • Add To-Do Item Capability – allows the selected capability to add new to-do items.
  • Edit To-Do Item Capability – allows the selected capability to edit existing to-do items.
  • Assign To-Do Item Capability – allows the selected capability to assign to-do items to individual users.
  • View All Assigned Tasks Capability – allows the selected capability to view all tasks even if Show Each User Only Their Assigned Tasks is set to Yes.
  • Delete To-Do Item Capability – allows the selected capability to delete individual to-do items.
  • Purge To-Do Items Capability – allows the selected capability to purge all the completed to-do items.
  • Add Categories Capability – allows the selected capability to add new categories.

Import/Export Tab

Use this areas to Export To-Do Lists data into a text (.txt) file. You may also import a To-Do List text file to add too your To-Do Lists.

Most Users will not need to use these tools.

Posted in To-Do List