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Todos are lightweight tasks anyone in FieldX can create, assign, and complete. They’re not part of the formal forms/reports workflow — they’re a catch-all for reminders, follow-ups, and one-off action items.

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Opening the Todos panel

Click the Todos button in the top-right of any FieldX page. The button shows a badge with the number of todos currently assigned to you. The Todos modal opens to one of four tabs:

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Creating a todo

In the Create tab:
  1. Add a title (e.g., “Confirm Jordan’s insurance expiration date”)
  2. Add details (optional)
  3. Pick one or more assignees — search by name across program members
  4. Set a due date and priority (Low / Medium / High)
  5. Click Create todo
Each assignee gets a notification and the todo appears in their Assigned to Me tab.

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Working with todos

Each todo row has:
  • Checkbox — mark complete (the todo moves to History for everyone involved)
  • Comment thread — leave a note or follow-up question
  • Reassign — hand off to someone else
  • Edit / Delete (creator only)

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When to use a todo vs. a form/report

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Cross-program todos

For coordinators who manage students enrolled in multiple programs, use the Cross-Program Tasks button on the Overview tab to see and create todos that span all programs you have access to.

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Privacy

  • Todos created by you can be seen by you and your assignees
  • Todos created for you can be seen by you and the creator
  • Todos are not surfaced to faculty or site supervisors unless they’re explicitly assigned
Students have a parallel Todos button on their Timesheet tab — see Step 6: Helpful tools — notes & to-dos for the student-side view.