To-do refinement options

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • You can refine your to-dos through filtering, sorting, and searching options on the My to-dos landing page.

    Filter

    You can filter your to-dos by:

    • Open: This option is Default. All tasks with the following conditions:
      • Purchasing tasks that are in the Open state.
      • Sourcing tasks with subtype Ask a question, that are in the Work in Progress state, with sub-state as Answer Pending.
      • Sourcing tasks with subtype Select a Supplier, that are in the Work in Progress state.
      • Approval tasks, for purchase requests or approvals for invoices, that are in the Requested state.
      • Receipt tasks that are in the Open, Shipped, or Partially Complete state.
      • Milestones that are in the Confirmation Required state.
    • Due this week: All tasks that are due in the next seven days.
    • Overdue: All tasks that are past their due date.Filtering the to-do list by open items, items due this week, or overdue items

    Sort

    You can sort your to-dos by:

    • First due:
      • Sort your to-dos by due dates. Those with earlier due dates are displayed first.
      • This is the default option.
    • Last due: Sort your to-dos by due dates. Those with later due dates are displayed first.
    • Last updated: Sort your to-dos by the last updated date. Those updated recently are displayed first.Sorting the to-do list by first due, last due, and last updated items

    Search

    To search for a specific to-do, enter relevant keywords or to-do numbers. Keyword search is performed on top of the existing filter criteria that you have selected.

    The following fields are searchable:

    • Number
    • Short description
    • Due date

    You can select the associated cards, view the details, and perform available actions.