Concept: To Do Step

A

To Do

is an independent task that you can add as a step to a business process. Example: As part of the hiring process, a new hire completes and submits a W-4 form.

You can group

To Dos

into

Checklists

and add them as steps to business processes.

Use the

Maintain To Dos

task to create, edit or delete a

To Do

. You can also use this task to change the To Do's instructional text, which Workday displays in the My Tasks item.

You can use the

Edit To Do

task to directly edit To Do details. You can access it from the

Maintain To Dos

task or the

To Dos

report by selecting

To Do

>

Edit

from the related actions menu on any To Do item.

You can use the

To Dos

report to view each defined

To Do

and where it’s used. You can also use a mass action to cancel

To Do

steps. You can use the Maintain To Dos task to associate a Security Assertion Markup Language (SAML) configuration with a

To Do

. When you add a

To Do

step to a business process definition, you can only select these

To Dos

from the prompt:

To Dos without an associated SAML configuration.
To Dos with an associated SAML configuration that doesn’t require context (the
Business Object to Evaluate Fields for SAML Attributes
prompt is empty on the
Edit SAML SSO Link
task).
To Dos with an associated SAML configuration that does requires context, which is available for that business process type.

Use the

Maintain My Tasks Display

related action to configure a

To Do

step so that it doesn't deliver notifications to My Tasks.

Select the

Show Report Document

check box to provide a link to reports initiated by business process steps. If you want to use this setting on a

To Do

step, add the

Report

step before the

To Do

step on the business process definition. Make sure both steps route to the same person, otherwise the report won't display to them.