- separate archive vs delete buttons for ToDos, just like on gmail - archived ToDos can be shown on the person profile by clicking the archived button
Just checking. At the moment if you mark a ToDo as Completed it is archived, but there is also an option to Delete which deletes it fully. What I think you are saying is that you would no longer have the Completed option on ToDos and have the archive option instead?
- a status field that you can enter whatever text you want into
Okay… I had pictured a user definable drop down list but that’s possibly overkill. Maybe if previously used statuses were suggested (eg after typing a couple of characters) that would help with consistency.
Just to check, if an assignee is added will that trigger an email to them or will we still need to @name them in the text?
As a use case, we find ourselves passing todos back and forward a few times between people. One person raises the issue and copies the other person for their response. They have to click on the email (which only has the title, not much info, so note it would be helpful to have the status and assignee in the email if they exist) and see the todo. If they can’t do it immediately they have to find it again, which isn’t easy if there are many tens or even more than a hundred todos on a tree, so have to go back to the minimal information email to keep track of what they have to do. At one stage I was even putting something like the person and the status into the title eg Check birth date against information supplied by family -> Gavin for action or similar.
- The user assignee and status text will appear on the Hints and Todos view so you can filter and sort on them.
And archived hints and todos will be able to be seen/searched/displayed/hidden there as well. This means if someone completes/archives a todo but names a person in the text so they can note what has been done, the person receiving the notification will be able to see the todo. At the moment they go to the hints and todos page but the item isn’t found. If you can’t remember who the hint or todo was about (also useful to include in the email!) then you go crazy trying to find it.
Hope these extra comments are helpful. Will be a great improvement to have a rudimentary but useful workflow system built into Rootsfinder, in this age of collaboration.