To-Do Center Feature

1. Workflow Operations

1. Pending Approval Processes

1.1 Filtering

• Filter by To-Do / Completed status
• Filter by related object
• Filter by Record Type
• Add conditions for more precise filtering

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1.2 Bulk Approval / Reassign Approvers

• The To-Do page provides Bulk Approval and Reassign Approver buttons to proceed with batch actions
• Bulk Approval: select multiple pending tasks and Agree or Reject them
• Reassign Approver: select multiple tasks, click Reassign Approver, and choose the new assignee

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1.3 Approval Efficiency Analytics

• Approval Efficiency Overview: displays total approvals processed, overdue approvals, and overdue rate
  • Allow filtering by scenario and data scope
  • Support viewing as data table or KPI cards

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• Approval Efficiency Trends
  • Show trends in approval efficiency over a period
  • Distinguish between total processed approvals and overdue approvals
  • Allow filtering by scenario and data scope
  • Support visualization as bar chart, line chart, data table, or funnel

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• Employee Approval Efficiency
  • Displays the Assignee field and, for each assignee, the number of approvals handled, number of overdue approvals, and overdue rate
  • Allow filtering by scenario and data scope
  • Support visualization as bar chart, line chart, data table, or funnel

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1.4 Three Views for Pending Approvals

• List: presents all pending approvals in a list
• Card: supports single-item approval actions for each task
• Feed: similar to Card view but also displays detailed approval process information

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1.5 Settings

• Table Settings: configure items per page, row height, vertical grid lines, and display SN
  • If an error occurs during configuration, click Restore Default Column Width
• Field Settings: choose which list fields to show or hide
  • If an error occurs during configuration, click Restore System Defaults
• Use Restore to revert all settings to default with one click

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2. Collaboration Operations

From the To-Do Center, you can efficiently handle items originating from Feeds, including Reports pending comments, Tasks pending execution, collaborative approvals pending response, items requiring Receipts, and pending directives. When you complete an item in the To-Do Center, the result synchronizes back to Feeds.

3. Sales / Marketing / Service Operations

This area covers SFA (Sales Force Automation) capabilities and tasks related to Leads, Account, Sales Order, refunds, and sales stages within marketing and service workflows. Pending items include Leads to be assigned, Leads to follow up, Accounts pending verification, Sales Orders pending confirmation, Sales Orders awaiting shipment, refunds pending confirmation, Return Orders pending confirmation, Invoice requests pending confirmation, Sales Stage confirmations pending, Work Orders pending processing, Work Orders awaiting acceptance, Work Orders pending approval, Work Orders pending assignment, Work Orders awaiting Fieldwork execution, and electronic documents pending signature.

• For detailed functionality, refer to Pending Approval Processes.