To-Do Type Master Documentation

Introduction

To-Do Type Master is used to manage to-do type data throughout the system for categorizing and organizing different types of tasks. These to-do types help standardize task classification when creating to-do tasks in the system, ensuring consistent task management and organization systematically across the platform.

Accessing To-Do Type Master

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side.
2. Under the Common Master section, click on To-Do Type

To-Do Type Master navigation through settings menu showing the Common Master section

Managing Existing To-Do Types

The To-Do Type Master page displays all to-do types in a table with:

• To-do type name (English and Arabic)
• Status
• Edit action button

You can:

• Add new to-do types by clicking the Add New button in the top right corner
• Search across all columns to find specific to-do types
• Edit a to-do type by clicking the edit button in the action column
• Change status by editing and updating the active toggle

Existing To-Do Types grid view

Adding a New To-Do Type

1. On the To-Do Type Master page, click the Add New button in the top right corner
2. In the form, enter:

Basic Information

• To-Do Name (English): Enter the to-do type name in English
• To-Do Name (Arabic): Enter the to-do type name in Arabic

Status Configuration

• Active: Toggle button set to "Active" (default) or "Inactive"

3. Click Submit to create the new to-do type

Adding a new To-Do Type