To Do List
The To Do List provides a centralized view of your tasks in FloQast, helping you prioritize your work efficiently. Located directly in the main navigation, it aggregates all your assigned Checklist and Reconciliation items, organizing them by due date so you can easily see what needs your immediate attention.
Overview
- Centralized Task Management: View all your assigned Checklist and Reconciliation items in one place. Checklist items are inclusive of both Close and Ops Workflows.
- Smart Prioritization: Items are automatically sorted into "Late," "Today," and "Upcoming" buckets.
- Customizable Views: Use robust filtering options to focus on specific entities, workflows, or statuses
The To Do List organizes your tasks into three distinct buckets based on their due date.
Accessing the To Do List
Navigate to the To Do icon on the left-hand navigation menu.
- Close Tab: Displays items related to the Financial Close (Checklists and Reconciliations).
- Compliance Tab: If your team uses FloQast Compliance, a separate tab will appear here for compliance-related tasks.
Understanding the Task Buckets
The To Do List organizes items from top to bottom based on urgency:
- Late: Items with a due date in the past (yesterday or prior).
- Today: Items with a due date of the current date.
- Upcoming: Items with a future due date.
Filters and Views
By default, the To Do List applies a date range filter of +/- 15 days from the current date. This ensures your view is populated with the most relevant information without being cluttered by old or far-future items.
You can customize your view using the filter bar at the top:
- Date Range: Adjust the default 15-day window or use quick filters (e.g., Next 14 Days, Next 30 Days).
- Item Type: Filter specifically for Checklist items or Reconciliations.
- Assignee Type: Toggle between items where you are the Preparer or the Reviewer.
- Status: Filter by To Be Prepared or Ready for Review.
- Note for Reviewers: Filter for "Ready for Review" to quickly identify items that are awaiting your sign-off.
- Standard Filters: Filter by Workflow, Entity, and Folder.
Use the filter bar to narrow down tasks by date, status, or assignee type. Note the default filter of +/- 15 days.
Viewing Item Details
Clicking on any line item in the list opens a Side Drawer on the right side of the screen.
This drawer provides:
- Basic Info: Key attributes like Entity, Folder, and Assignees.
- Review Notes: You can view existing review notes here, though they must be addressed on the item page itself.
To take action, click the View All Details button within the drawer. This will redirect you to the specific Checklist or Reconciliation page where you can complete the work.
The Side Drawer gives you a quick summary of the task. Click "View All Details" to navigate to the item and take action.