To-do refinement options

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.

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.

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.