I can’t find an answer anywhere for this question I have. I know To Do is going & will be replaced fully with My Week. I am loving My Week & the only reason I am hesitant for the full move away from To Do has to do with emails sent from clients that are assigned to me (or others in company). We do bookkeeping solely and clients will email invoices & receipts, these get assigned to the person that works on the particular client’s work & connected to the relevant checklist. All fine with My Week & how it works.
However, two points in which I utilise the To Do screen.
- When we get to the bookkeeping work these invoices get forwarded to the clients accouting file (MYOB or Xero), forwarding these from the work timeline resets to the top of the timeline EACH TIME an email is forwarded, which when these emails are forwarded from the To Do screen view it doesn’t move the current screen view.
- In the To Do screen (filtered by client/work & emails) there is less chance of an email being missed for forwarding into the clients file as all assigned emails are visable. Whereas looking through the timeline, there is a chance that emails will be missed as the view keeps resetting to the top & also does not easily have a way to view which have been forwarded or marked as complete (which we mark emails as completed when they have been forwarded into the accounting file).
I just wanted to pick others brains as to whether there is anything in My Week which would reach the same end goal for this specific use of To Do. Having to add all these emails into My Week once assigned (showing in Triage), then manually changing the planned week for them all, it seems very time heavy & our current method of assigning then connecting to work would still be ustilised also. I’m stuggling to see a way around this level of checking when only using My Week.
Best answer by Rebecca WilliamsView original