In this guide we will cover:
– All To-Do list items completed
– To-Do list group completed
Associated Admin Guides:
Related Guides:
To-Do lists and To-Do list groups can be used as a trigger to move to another workflow step. In Configuration > Tickets > Workflows, select the workflow you wish to add the automation to.
Note: These automations will only check whether the To-Do is complete when on the stage with the action. If the To-Do list/group is completed in a previous stage, it will not check these rules. Unchecking and rechecking a box will trigger this if needed.
All To-Do list items completed
The first of the two automations for to-do list is if the entire to-do list is completed. In the workflow in Fig 1 below, this is set to move the workflow to the next step upon completion.
Fig 1. Workflow with All To-Do list items completed action
This action has been added under the step of the workflow within the action table.
Fig 2. All To-Do list items completed in the Actions area of a step.
I can then progress my ticket to the stage with this action, like in Fig 3.
Fig 3. Ticket on the Scheduling stage with an uncompleted To-Do list.
Once I complete each item on my To-Do list, it moves my workflow to the next stage.
Fig 4. Ticket on the next stage after To-Do list is complete.
To-Do list group completed
The second option is using To-Do list groups as the trigger for the workflow.
Fig 5. To-Do list group completed action on a workflow.
This can be added into the Actions table of the workflow step.
Fig 6. To-Do list group completed in the Actions table.
The To-Do list group this is based on is set when setting the action.
Fig 7. To-Do List Group setting.
To-Do list groups can be created in Configuration > Tickets > General Settings > To-Do List Groups.
Fig 8. To-Do list group.
On the ticket, completing that To-Do list group will move the workflow on like in Fig 9 and 10. Tasks "4", "5" and "6" are ad-hoc ones I have added, and do not need to be completed for the workflow to move on as they are not part of the group. Even though task "6" is incomplete, the workflow still moved.
Fig 9. To-Do list group on a To-Do list on a ticket.
Fig 10. To-Do list group completed and workflow moved on.
