Action plan to-do task fields
The to-do form contains fields that a manager uses to customize tasks for employees and mentors to complete as part of a transition plan.
| Field | Description |
|---|---|
| To-do name | The name of the to-do to appear as the heading or title of the task. |
| Stage | Select from the list of available stages included in the action plan. |
| To-do description | A description of the task that appears in the action plan to-do. |
| Who this to-do is for | The name of the employee or mentor to whom this to-do task is assigned. |
| Other people | Assign this to-do to additional people. People have different access and responsibilities based on their role \(employee or mentor\). |
| Due Date | Set a due date based on a specific date or a relative date from the date the action plan is published.- An exact date - A number of weeks after publishing - A number of days after publishing - No due date |
| This to-do is optional | Mark the to-do as optional to give employees or mentors the option not to complete this task. |
| Add scheduling to this to-do | Enable scheduling for this task. Your organization must be using Microsoft Online Exchange to enable this feature. |
| Attachments | Drop files in this field to include them as an attachment to the to-do. |
| Save as Template | Save a to-do as a template so that you can use it in other action plans. |
Parent Topic:Journey Accelerator reference