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To-dos are an important communication tool in Silverfin, similar to notes. The difference is that a To-do requires an action to be completed before you can finalise the workflow, and To-dos count towards the 100% completion bar of the workflow. This article summarises the key information and gives clear guidelines for using To-dos in Silverfin.

Table of contents 

• Key information
• Detailed guidelines
  • How to find a To-do?
  • How to check off a To-do?

Key information

1. What is a To-do?
   • A To-do is an action item that someone needs to complete before the workflow can be finalised.
2. How to find a To-do?
   • You can find To-dos directly in the workflow.
3. How to check off a To-do?
   • Mark the To-do as completed once you have carried out the action.

Detailed guidelines

How to find a To-do?

1. File overview: here you can see the total number of To-dos and how many have been processed:
2. Workflow working screen: filter on To-dos by clicking the lightning bolt:

How to check off a To-do?

1. Open the communication panel: go to the account or reconciliation and open the communication panel on the right side of the screen:
2. Mark as completed: click the circle to mark the To-do as completed:
3. View the progress bar: the percentage in the progress bar increases once the To-do is completed:

For a full overview of the communication features, including formatting tips for Notes and To-dos, see How can I communicate in Silverfin?. To control when a To-do appears, see How to manage visibility of Notes and To-dos?