Working with To-dos

Tasks from BMC Helix Business Workflows that are assigned to end users by managers or team leaders are called To-dos. As an end user, you must complete these actions to achieve a common, bigger goal. You can save time by viewing and completing the To-dos without moving away from the end-user console.

You can perform the following actions on To-dos:

Save and close, and revisit the To-dos at a later time.
Mark To-dos as complete after answering all the mandatory questions in the questionnaire.

Important

As an end user in BMC Helix Digital Workplace, you cannot reopen To-dos after they are marked as complete. To-dos can be reopened only by agents in BMC Helix Business Workflows.

Required license

DWP external users icon.png BMC Helix Digital Workplace Advanced and

BMC Helix Digital Workplace External users licenses

Video Demonstration

Watch the following video(2:39) to get an overview of the To-do feature in BMC Helix Digital Workplace:

Overview of To-dos in BMC Helix Digital Workplace

How assigned To-dos are displayed

After a manager or team leader assigns a To-do, you can view the To-dos in a card view and a list view. External users (self-registered users) can also view To-dos in the same manner.

Important

The following images show an older version of BMC Helix Digital Workplace. Although there might be minor changes in the user interface, the overall functionality remains the same.

To-Dos displayed in Card view on the My Activity page

To-Dos displayed in List view in the My Activity page

To-Dos on a studio page

The active To-dos that are in progress are displayed in the Active events section, while completed To-dos are displayed in the Past events section.

(Version 23.3.04 and later) You can use BMC HelixGPT to find your To-dos and access them from the links provided with the answers. For example, to view your ongoing assignments, simply type Show my current To-dos or a similar query. Similarly, to see assignments you've completed, say Show my completed To-dos. For more information about searching for To-dos in BMC HelixGPT, see Using-BMC-HelixGPT-to-find-answers.

To-dos displayed in BMC Helix GPT

Before you begin

Ensure that the BMC Helix Digital Workplace administrator and Catalog administrator have configured To-dos, as described in Enabling-end-users-to-work-on-To-dos.

To work on To-dos

Log in to BMC Helix Digital Workplace.
Click Details for the assigned To-do, as shown in the following images:

Example of a To-do that does not require inputs from the end user

The Mark as complete button is displayed if end users are not required to provide inputs such as filling out a questionnaire for the To-dos.

(Version 23.3.01 and later) Example of a To-do that requires inputs from the end user
On the Details page, click Get started, as shown in the following image:
Fill out all the questions in the questionnaire.
Perform one of the following actions:
1. If you have answered all the mandatory questions in the questionnaire, click Submit and complete.
2. If you wish to revisit the questionnaire or complete it at a later time, click Save and close.
  
  The following image is an example of a questionnaire for To-dos:
(Optional) If you clicked Save and close, click Continue to complete the questionnaire, as shown in the following image:
After completing all the mandatory questions in the questionnaire, click Submit and complete.