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The To-do Page


Types of To-do’s


BzCtrl. supports four types of To-do’s:


  1. Tasks – Regular action items.

  2. Incidents – Issues that need attention or resolution.

  3. Forms – Structured inputs or reports.

  4. Documents – File-based tasks or references (entry via Files Page only).


Creating a To-do


  • Workspace Selected:
    When a Workspace is selected in the Navigation Tree (top-right), BzCtrl. knows where to store the To-do. A Quick Entry section appears at the top of the page:

    1. Select the type of To-do.

    2. Enter a title.

    3. Press Enter.
      The To-do is immediately created in the selected Workspace.


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  • Domain Selected:
    When a Domain (instead of a Workspace) is selected, the Quick Entry section is not available, because the system cannot determine where to store the To-do.

    • In this case, create a To-do via the Plus (+) button in the top-right corner.

    • Specify the details, including which Workspace the To-do belongs to.


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Filters & Options


The Filters & Options button, located in the top-right corner of BzCtrl., gives users control over how data is displayed and provides additional functionalities to make work more efficient.


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Filters

  • Apply filters to narrow down the To-do’s or data shown on the current Page.

  • Filters can be saved for future use, so you don’t need to reapply them every time.


Options

  • Export to Excel: Download the currently displayed data in Excel format for reporting or further analysis.

  • Guide Tour: Launch an on-screen walkthrough where buttons and features are explained, helping new users understand the tool quickly.

  • Save Filter: Save the current filter settings for quick access later.

Filters and Options allow you to customize your View and access helpful tools that make managing to-do's, data, and processes simpler and more efficient.


Views


BzCtrl. offers five different Views to display your To-do’s, each designed to support different ways of working and tracking progress. You can switch between Views to find the perspective that best suits your task or project.


ViewIcon / ScreenshotPurposeBest Use Case
List Vieweditor_311_5_eb421e6a-7e20-4cb3-a6f9-a6c112984cb0_rte_image_314.png Shows extensive details and filtersData-heavy work requiring full information
Cards View (Kanban)editor_311_5_e1368022-620f-4ea0-a076-a1e243517c14_rte_image_322.png Visualizes workflow in columns: To-do / In Progress / Done / ExpiredTeam meetings and collaborative task tracking
Gantt View[Insert screenshot/icon]Plots To-do’s on a timeline; highlights status and risks with colorsMonitoring projects, control plans, or time-sensitive tasks
Tile Vieweditor_311_5_4de5818a-a5b9-421a-88b0-fe2b76985218_rte_image_333.png Displays To-do’s as Tiles; click to view details alongside overviewTasks needing context and relationships between items
Calendar Vieweditor_311_5_a59ee46d-a565-4d02-a3c9-11194d1d914f_rte_image_363.pngShows To-do’s by Due Date; Week and Month viewsPlanning workloads and tracking deadlines



1. List View


  • Purpose: Provides the most detailed view of your To-do’s.

  • Strength: Highly effective for seeing extensive details, filters, and statuses.

  • Look & Feel: Simple and functional, less visually appealing, but very practical for data-heavy work.


2. Cards View (Kanban)


  • Purpose: Visualize your workflow in a Kanban-style board.

  • Strength: Ideal for team meetings—shows To-do, In Progress, Done, and Expired at a glance.

  • Use Case: Tracking task status and collaboration across a team.


3. Gantt View


  • Purpose: Plot To-do’s on a timeline, showing deadlines, progress, and risks.

  • Strength: Advanced coloring system highlights status and risk levels.

  • Use Case: Perfect for monitoring control plans, projects, or time-sensitive tasks.


4. Tile View


  • Purpose: Offers context-rich, easy-to-read Tiles for your To-do’s.

  • Strength: Clicking a Tile shows its details alongside the overview, maintaining context while exploring individual items.

  • Use Case: Ideal when you want both detail and an overview of relationships between To-do’s.


5. Calendar View


  • Purpose: Display To-do’s by their Due Date.

  • Strength: Offers Week and Month views for scheduling and planning.

  • Use Case: Planning workloads or tracking deadlines over time.



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