Todos

Overview

Todos are checks or reminders that help ensure important steps are completed for an order. They can be used as:

• A checklist to assist users during an order
• Required checks to make sure certain actions are not forgotten

Todos are visible directly on the order page, inside the customer view.

How Todos Are Used

Todos help guide users through an order by clearly showing what still needs to be done.
They can be informational, assistive, or required depending on how they are configured.

Management (Admins)

Only Admins can create and manage todos.

Todos are managed under:

Admin → Order → Todos

When creating a todo, an Admin can configure:

• Mandatory
  • Used together with the Completion Check
  • Mandatory todos must be completed before an order can be marked as completed
• Mark order as done
  • When enabled, the order is automatically marked as done when the todo is checked
  • More information is available at Mark as Done

Order Type Configuration

Each todo must be connected to one or more order types.

This allows you to control:

• Which orders the todo appears on
• Which workflows require specific checks

This ensures todos are only shown where they are relevant.