Files
help365/platform/todolist.html
2025-05-27 21:32:35 +04:00

194 lines
19 KiB
HTML
Raw Blame History

This file contains invisible Unicode characters

This file contains invisible Unicode characters that are indistinguishable to humans but may be processed differently by a computer. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

<!DOCTYPE html>
<html lang="en">
<head>
<title>TO-DO list</title>
<meta name="generator" content="Help+Manual" />
<meta name="keywords" content="" />
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="description" content="TO-DO tools allow you to add descriptions of widgets or settings that need to be done later in the business process designer or interface designer." />
<meta name="picture" content="" />
<meta property="og:type" content="website" />
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
<meta property="og:url" content="https://brix365.com/en/help" />
<meta property="og:image" content="" />
<link rel="icon" href="favicon.png" type="image/png" />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
<link rel="stylesheet" href="./jquery-ui.min.css" />
<link rel="stylesheet" href="default.css" />
<link rel="stylesheet" href="./search-yandex.css" />
<link rel="stylesheet" href="./article.css" />
<link rel="stylesheet" href="./glossary.css" />
<link rel="stylesheet" href="./theme.css" />
<script type="text/javascript" src="jquery.js"></script>
<script type="text/javascript" src="helpman_settings.js"></script>
<script type="text/javascript" src="helpman_topicinit.js"></script>
<script type="text/javascript" src="highlight.js"></script>
<script type="text/javascript">
$(document).ready(function(){highlight();});
</script>
</head>
<body>
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
<header class="header elma-365">
<div class="container">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-en.svg" alt="header logo">
</a>
<!-- <div class="hero__search-form" id="search-panel">
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
<label class="search-form__label">
<span id="reset-search" class="search__icon"></span>
<input class="search-form__input" type="text">
</label>
<input class="search-form__submit" type="submit" value="Submit">
</form>
</div> -->
<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
<div class="hero__search">
<a href="#" id="search-icon" class="hero__search-icon">
<img src="search-icon-white.svg" alt="search string">
</a>
<a href="#" id="side-menu-icon" class="hero__side-icon">
<img src="side_menu.svg" alt="side menu">
</a>
</div>
<div class="header__navi">
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
</div>
</div>
</header>
<main class="main container">
<aside class="sidebar" id="sidebar">
<div class="sidebar__header">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-light-en.svg">
</a>
<span class="sidebar__close elma-365-close" id="close"></span>
</div>
<div class="sidebar__wrapper" id="side-menu">
</div>
</aside>
<article class="article" id="article">
<div class="article-inner">
<div class="content">
<header class="article__header">
<div class="article__bread" style="display:flex; gap:10px;">
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
<div class="topic__breadcrumbs">
<p>System settings / TO-DO list</p>
</div>
</div>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">TO-DO list</span></h1>
</div>
</header>
<section class="article__content">
<div class="scroll-top-inner">
<a href="#h1-article" class="scroll-top"></a>
</div>
<!-- Placeholder for topic body. -->
<p style="line-height: 1.20;"><span style="font-weight: bold; color: #394149;">TO-DO</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;">tools allow you to add descriptions of widgets or settings that need to be done later in the</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;"><a href="360008121732.html" class="topiclink">business process designer</a> or</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;"><a href="interface_designer.html" class="topiclink">interface designer</a></span><span style="font-size: 15px; color: #394149;">.</span></p>
<p style="line-height: 1.20; margin: 16px 0 0 0;"><span style="font-weight: bold; color: #394149;">TO-DO</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;">tools include:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="color: #394149;"><a href="todo.html" class="topiclink">TO-DO element</a> </span><span style="font-size: 15px; color: #394149;">for modeling business processes. You can use it to make an illustrative process diagram including the steps that cannot be configured at the moment. For example, you can place it on the step that will later be used to set up the </span><span style="color: #394149;"><a href="360012266792.html" class="topiclink">Start Process</a> activity</span><span style="font-size: 15px; color: #394149;">;</span></li><li style="line-height: 1.20;"><span style="color: #394149;"><a href="todo-widget.html" class="topiclink">TO-DO widget</a> used for creating pages and app forms. It allows you to add descriptions of widgets that need to be added to a form or a page later</span><span style="font-size: 15px; color: #394149;">.</span></li></ul>
<p style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">To quickly open the business process or form with a</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-weight: bold; color: #394149;">TO-DO</span><span style="font-size: 15px; color: #394149;"> tool, go to the</span><span style="font-weight: bold; color: #394149;"> TO-DO List</span><span style="font-size: 15px; color: #394149;">.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20;"><span style="color: #394149;">Only users included in the <a href="360006871932.html#administrators" class="topiclink">Administrators</a> group can view the </span><span style="font-weight: bold; color: #394149;">TO-DO</span><span style="color: #394149;"> </span><span style="font-weight: bold; color: #394149;">List</span><span style="color: #394149;">.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">There are two ways to open the list:</span></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">go to</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;">Administration &gt; Company &gt; TO-DO List</span><span style="font-size: 15px; color: #394149;">. You will see a list of all the</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;">TO-DO</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;">tools used at the moment;</span></li><li style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">go to a workspace or app where you are setting up a business process of form. Click on the gear icon next to its name and select </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;">TO-DO List</span><span style="font-size: 15px; color: #394149;">. The list will only show the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold; color: #394149;">TO-DO</span><span style="font-size: 15px; color: #394149;"> tools used in the workspace or app.</span></li></ul>
<p style="line-height: 1.20;"><img alt="todo_list" width="1296" height="703" style="margin:0;width:1296px;height:703px;border:none" src="todo_list.png"/></p>
<p style="line-height: 1.20;"><span style="font-size: 15px; color: #394149;">In the general list, the </span><span style="font-weight: bold; color: #394149;">TO-DO</span><span style="font-size: 15px; color: #394149;"> tools are grouped by workspaces and apps that they are created in. Next to the name of the tool you will see a link, if it has one, and its type: </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Widget</span><span style="font-size: 15px; color: #394149;"> or </span><span style="font-size: 15px; font-weight: bold; color: #394149;">Process</span><span style="font-size: 15px; color: #394149;">.</span></p>
<p style="line-height: 1.20; margin: 16px 0 0 0;"><span style="font-size: 15px; color: #394149;">By clicking on the name of the </span><span style="font-weight: bold; color: #394149;">TO-DO </span><span style="font-size: 15px; color: #394149;">tool you will open the designer and will be able to continue modeling the form or page.</span></p>
<p style="line-height: 1.20; margin: 16px 0 16px 0;"><span style="font-size: 15px; color: #394149;">The deleted</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-weight: bold; color: #394149;">TO-DO</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;">tools are not displayed in the list. You can view them by clicking the</span><span style="font-size: 15px; color: #394149;"> </span><img alt="Pipeline_icon" title="Pipeline_icon" width="23" height="19" style="margin:0;width:23px;height:19px;border:none" src="pipeline_icon.png"/><span style="font-size: 15px; color: #394149;">in the search bar, and then clicking</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-weight: bold; color: #394149;">Deleted</span><span style="font-size: 15px; color: #394149;">. The information about a deleted </span><span style="font-size: 15px; font-weight: bold; color: #394149;">TO</span><span style="font-weight: bold; color: #394149;">-DO</span><span style="font-size: 15px; color: #394149;"> </span><span style="font-size: 15px; color: #394149;">tool is stored during 30 days.</span></p>
<div class="bottom-nav">
<a id="prev-link" class="topic__navi_prev" href="360006871932.html">
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
class="bottom-nav__link">360006871932.html</span>
</a>
<a id="next-link" class="topic__navi_next" href="360016488432.html">
<span class="bottom-nav__link">360016488432.html</span> <span
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
</a>
</div>
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
<div class="feedback" id="feedback"><div class="feedback-help"><span><b>Was this helpful?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx" style="display: none;">Thanks for your feedback!</div><div class="feedback__popup" id="feedback__popup_why" style="display: none;"><div class="feedback__popup-header">Please specify why:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Recommendations did not help me</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Article is hard to understand</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Didn`t answer my question</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Content does not match the topic</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Other</label></div><div class="feedback__popup" id="feedback__popup-other" style="display: none;"><div class="feedback__popup-header">How we can improve it?</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Submit"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg" class="small-img" alt="like"><spanclass="feedback-form__btn-group_yes-btn">Yes</spanclass="feedback-form__btn-group_yes-btn"></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg" class="small-img" alt="dislike"><spanclass="feedback-form__btn-group_no-btn">No</spanclass="feedback-form__btn-group_no-btn"></label></div><select name="category"><option disabled="">Please specify why</option><option value="bad_recommendation" selected="">Recommendations did not help me</option><option value="difficult_text">Article is hard to understand</option><option value="no_answer">Didn`t answer my question</option><option value="bad_header">Content does not match the topic</option><option value="other_reason">Other</option></select><input type="submit"></form></div><div class="found_typo"><p style="margin: 0px; margin-top: 16px !important;"><span><b>Found a typo?</b></span> Select it and press <i>Ctrl+Enter</i> to send us feedback</p></div></div>
</section>
</div>
<aside class="article__sidebar" style="display:none">
<input type="checkbox" />
<div class="article__arrow"></div>
<div class="table-of-contents elma365-right" id="toc2Content">
<h3 class="h3-toc">In this topic</h3>
<nav id="toc2"></nav>
</div>
</aside>
</div>
</article>
</main>
<footer class="footer">
<div class="footer-container">
<div class="footer-mobile">
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
</div>
<div class="footer-wrap">
<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
<div class="footer-flex-b">
<span class="footer-copy">&copy; 2025 BRIX</span>
<ul class="footer-list">
<li class="footer-item">
<a href="#" class="arrow-top" style="display: block;"></a>
</li>
</ul>
</div>
</div>
</div>
</footer>
<iframe name="hmnavigation" style="display:none!important"></iframe>
<script src="./jquery-ui.js"></script>
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
<script src="./jquery.tocify.min.js"></script>
<script src="./TypoReporter.min.js"></script>
<script src="./google-search.js"></script>
<script src="./main.js"></script>
</body>
</html>