OpenESignForms / openesignforms

Open eSignForms is the first open source SaaS web contracting platform
https://open.esignforms.com
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Allow for TO DO list priorities and transaction template filtering #144

Open GoogleCodeExporter opened 9 years ago

GoogleCodeExporter commented 9 years ago
For some users, a To Do list can get very long. Sometimes queued work is not 
need right away, but it adds clutter to the To Do list.

This enhancement request is to allow for low, normal and high priority To Do 
entries so users can filter.  The user should be able to change the To Do 
priority to match their needs, but this change must be recorded in the audit 
logs.

The user should also be able to see all transaction types, or select a set to 
filter against.

These should allow a To Do list to be more manageable for those who end up with 
lots of work queued up,

Original issue reported on code.google.com by yoz...@gmail.com on 15 Feb 2015 at 1:35

OpenESignForms commented 9 years ago

In general, the idea of having a large queue is not particularly compatible with the idea of To Do, which is to list all documents a user should be processing. It's not a good place to just "keep stuff around at a low priority" so you don't have to deal with it. The concern is that users may miss work To Do if they have a filter in place. For now, suggest users simply cancel or suspend transactions they don't want to process and use reports to find these later and reactive/resume if that's needed.

As we analyzed the use case, the filters would not really work well because the large number of transactions are of a single type (so filtering by transaction types won't help). The priority option may still make sense, if for no other reason than to help users manage their To Do list.