Concept: To Do Step

A

To Do

is an external task that you can add as a step to a business process. Example: 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 edit or delete an existing

To Do

. 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. Workday enables you to select a Security Assertion Markup Language (SAML) configuration to associate with the

To Do

in the

Maintain To Dos

task. 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 require context and this context is available for that business process type.

You can use the

Maintain Inbox Task Display

related action to configure a

To Do

step so that it doesn't deliver notifications to the Inbox.

You can 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 a

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.