---
sourceDocument: Yokohama Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/employee-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Action plan to-do task fields

# Action plan to-do task fields {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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.{#ja-todo-fields__ref-action-plan-todo-fields}
{#ja-todo-fields__table_ja_to_do_fields__entry__2}

| 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. |
[Table 1. To-do form fields and descriptions]

{#ja-todo-fields__table_ja_to_do_fields}

