.ToDo for which date item is entered can also be displayed on schedule screen. Therefore, ToDo can be managed in parallel with the daily operations.

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1 Revision information Revision date Revision contents Initial version Index ToDo ToDo is a function to manage Jobs to be done = ToDo by the user. User can manage, create and update ToDo status. Further, user can create and manage his own ToDo and cannot share it with other users..todo for which date item is entered can also be displayed on schedule screen. Therefore, ToDo can be managed in parallel with the daily operations..the conditions to display ToDo, for which date item is entered, on the schedule screen are as follows..schedule function should be installed.settings to display ToDo in schedule display setting should be performed Glossary intra-mart Accel Platform is abbreviated as iap. intra-mart Accel Collaboration is abbrevaited as iac. Basic version Register ToDo Register ToDo. Individual registration and batch registration are the two types of ToDo registrations. Index ToDo User Guide Individual registration Batch registration INITIAL VERSION Individual registration Only one job is registered in ToDo in case of individual registration. 1. Click Sitemap -> Collaboration -> ToDo -> ToDo list, and List of incomplete jobs screen is displayed. 2. Click Register new button. 1

2 3. Enter the required items and click Register button. Select Individual registration for the Select registration method radio button. <Screen items> Item Select registration method radio button Title Clear icon Contents Attached file Notification date and time Clear icon Select Individual registration or Batch registration. One ToDo can be registered at a time for Individual registration. Multiple ToDo can be registered in a batch for batch registration. Enter the title for ToDo. It is a mandatory item. Enter the deadline or execution date of ToDo. It is registered by the time zone set in personal settings of iap if a particular time zone is not specified. Clear the entered date. Enter the contents of ToDo. Attach file to ToDo. Notify by mail or IMBox message on the set date and time. It is registered in the time zone set by personal settings of iap if time zone is not specified. Clear the entered notification date and time. 2

3 Item Individual tag Register button Cancel button Attach an individual tag to ToDo. The registered individual tags can be selected from the individual tag selection dialog displayed by clicking the Select link. Register ToDo. Cancel the input contents and close the ToDo registration dialog. intra-mart Accel Collaboration File registration procedure 1. Click the Add file button. 2. Select the file to be uploaded. 3. Click Pause button to stop file uploading. 4. Check the checkbox of the file and click Delete button to delete the uploaded file. Multiple files can be uploaded at the same time..in case of receiving notification by or IMBox, it is necessary to set the method to receive in General of personal settings. If the settings are not performed in personal settings, it is not notified even if ToDo reminder is set..imbox function should be installed to receive IMBox message. Batch registration Multiple ToDo can be registered in a batch in case of batch registration. 1. Click Sitemap -> Collaboration -> ToDo -> ToDo list and List of incomplete jobs screen is displayed. 2. Click Register new button. 3. Enter the required items and click Register button. Select Batch registration for the Select registration method radio button. 3

4 <Screen items> Item Select registration method radio button Title Clear icon Individual tag Register button Cancel button Select Individual registration or Batch registration. One ToDo can be registered at a time for individual registration. Multiple ToDo can be registered in a batch for batch registration. Enter the title for ToDo. It is a mandatory item. Enter the deadline or execution date of ToDo. It is registered in the time zone set by personal settings of iap if time zone is not specified. Clear the entered date. Attach an individual tag to ToDo. The registered individual tags can be selected from the individual tag selection dialog displayed by clicking the Select link. Register ToDo. Cancel the input contents and close the ToDo registration dialog. Display ToDo list screen Display the registered ToDo in a list. There are two types of list screens. Index List of incomplete jobs screen List of complete jobs List of incomplete jobs screen Display incomplete ToDo in a list. 1. Click Sitemap -> Collaboration -> ToDo -> ToDo list and display Incomplete list screen. 4

5 2. Details are displayed if the displayed ToDo is clicked. <Incomplete ToDo> Item Status (V) mark Title Tag mark Star (*) mark Contents Attached file Notification date and time ToDo can be changed to completed status by clicking Status. ToDo title is displayed. Show ToDo deadline or the execution date. This item shows that individual tag is attached. It is displayed when individual tag is attached. This item shows the highlighted ToDo. Star can be highlighted and displayed by clicking the mark of ToDo to be highlighted. Deadline or execution date of ToDo is shown. The contents of ToDo are displayed. The file attached to ToDo is displayed. and time for reminder notification of ToDo is displayed. 5

6 Item Individual tag The attached individual tag is displayed. Individual tag can be edited by clicking Edit. intra-mart Accel Collaboration Registered date and time Updated date and time Edit button Delete button and time when ToDo is registered is displayed. and time when ToDo is updated is displayed. Switch to the edit mode. The displayed ToDo can be edited. Delete the displayed ToDo. Register new button New ToDo can be created. Refer Register ToDo for the details. List of incomplete jobs button The list of incomplete jobs screen is displayed again. List of complete jobs button Transits to the list of complete jobs screen. Search ToDo Individual tag and star are the two types of search items. It is AND condition when both are specified. Individual tag: The individual tag attached to ToDo is searched. It is OR condition if multiple tags are specified. Star: ToDo highlighted by star is searched. List of complete jobs Display the completed ToDo in a list. 1. Click Sitemap -> Collaboration -> ToDo -> ToDo list and List of incomplete jobs screen is displayed. 2. Click List of complete jobs button and List of complete jobs screen is displayed. 3. Details are displayed if the displayed ToDo is clicked. 6

7 <Complete ToDo> Item Status (V) mark Title Tag mark Star (*) mark Contents Attached file Notification date and time Individual tag Registered date and time Update date and time Delete button ToDo can be changed to incomplete status by clicking Status. Title of ToDo is displayed. Deadline or execution date of ToDo is shown. This item shows that individual tag is attached. It is displayed when individual tag is attached. This item shows the highlighted ToDo. Star can be highlighted and displayed by clicking the mark of ToDo to be highlighted. Deadline or execution date of ToDo is shown. The contents of ToDo are displayed. The file attached to ToDo is displayed. and time when reminder notification is set, is displayed. The attached individual tag is displayed. Individual tag can be edited by clicking the Edit link. and time when ToDo is registered is displayed. and time when ToDo is updated is displayed. Delete the displayed ToDo. Register new button New ToDo can be created. Refer Register ToDo for the details. List of incomplete jobs button Transits to list of incomplete jobs screen. List of complete jobs button List of complete jobs screen is displayed again. Search ToDo Individual tag and star are the two types of search items. It is AND condition when both are specified. Individual tag: Individual tag attached to ToDo is searched. It is OR condition if multiple tags are specified. 7

8 Star: ToDo highlighted by star is searched. intra-mart Accel Collaboration Edit ToDo Edit the registered ToDo. 1. Click Sitemap -> Collaboration -> ToDo -> ToDo list. 2. Click the displayed ToDo and click Edit button. 3. Enter the required items and click Save button. Item Title Clear icon Content Attached file Edit the title of ToDo. Edit ToDo deadline or the date to execute. It is registered in the time zone set by personal settings of iap if time zone is not specified. Clear the entered date. Edit the contents of ToDo. Attach a file to ToDo. Refer File registration procedure of Register ToDo for the file registration procedure. 8

9 Item Notification date and time Clear icon Individual tag Registered date and time Updated date and time Save button Cancel button Notify by mail or IMBox message on the set date and time. It is registered in the time zone set by personal settings of iap if time zone is not specified. Clear the entered notification date and time. Edit the individual tag. The registered individual tag can be selected from the individual tag selection dialog displayed by clicking Select link. and time when ToDo is registered, is displayed. and time when ToDo is updated, is displayed. Save ToDo. Cancel the edit contents and close the Edit ToDo screen. intra-mart Accel Collaboration.Only the ToDo displayed in list of incomplete jobs can be edited. ToDo displayed in list of complete jobs screen cannot be edited.. Status (V) mark and Star (*) mark cannot be edited in the edit mode..to receive notification by mail or IMBox, it is required to set the method to receive notification in General of the personal settings. If it is not set, notification is not performed even if ToDo reminder settings are performed..imbox function should be installed to receive IMBox message. Delete ToDo Delete ToDo. 1. Click Sitemap -> Collaboration -> ToDo -> ToDo list. 2. Click ToDo displayed in the list of incomplete jobs screen or list of complete jobs screen. 3. Click Delete button. 9

10 4. ToDo is deleted by clicking Confirmation dialog -> OK button. Set notification Notification with mail or IMBox message can be received on the notification date and time specified during ToDo registration. Settings to receive the notification and settings of the method to receive the notification are required to receive the notification. Refer Common User operation guide - Settings to receive notification of iac for the notification setting details. Copyright 2012 NTT DATA INTRAMART CORPORATION 10