Commit d57809bf authored by Marcin Sedlak-Jakubowski's avatar Marcin Sedlak-Jakubowski

Merge branch 'selhorn-to-do-edits' into 'master'

Edited To-Do List for CTRT

See merge request gitlab-org/gitlab!66648
parents a69703a9 23b06f66
......@@ -186,10 +186,9 @@ Some filters can be added multiple times. These include but are not limited to a
## To-Do List
Your [To-Do List](../todos.md#gitlab-to-do-list) can be searched by "to do" and "done".
You can [filter](../todos.md#filtering-your-to-do-list) them per project,
author, type, and action. Also, you can sort them by
[**Label priority**](../../user/project/labels.md#label-priority),
You can search your [To-Do List](../todos.md) by "to do" and "done".
You can filter to-do items per project, author, type, and action.
Also, you can sort them by [**Label priority**](../../user/project/labels.md#label-priority),
**Last created**, and **Oldest created**.
## Projects
......
......@@ -5,47 +5,37 @@ group: Project Management
info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments
---
# GitLab To-Do List **(FREE)**
# To-Do List **(FREE)**
> [Introduced](https://gitlab.com/gitlab-org/gitlab-foss/-/merge_requests/2817) in GitLab 8.5.
When you sign in to GitLab, you normally want to determine where you should
spend your time. This can include taking an action, or keeping track of things
(without having to read lots of email notifications). Because GitLab is where you
do your work, being able to get started quickly is important.
Your *To-Do List* is a chronological list of items waiting for your input.
The items are known as *to-do items*.
Your *To-Do List* offers a chronological list of items waiting for your input
(known as *to-do items*) in a single dashboard.
The To-Do List supports tracking [actions](#what-triggers-a-to-do-item) related to
the following:
You can use the To-Do List to track [actions](#actions-that-create-to-do-items) related to:
- [Issues](project/issues/index.md)
- [Merge requests](project/merge_requests/index.md)
- [Epics](group/epics/index.md)
- [Designs](project/issues/design_management.md)
![to-do list with items to check on](img/todos_index_v13_11.png)
## Access the To-Do List
You can access your To-Do List by clicking the To-Do List icon (**{task-done}**)
next to the search bar in the top navigation. If the to-do item count is:
To access your To-Do List:
- *Less than 100*, the number in blue is the number of to-do items.
- *100 or more*, the number displays as 99+. The exact number displays in the
To-Do List.
On the top bar, in the top right, select To-Do List (**{task-done}**).
## What triggers a to-do item
## Actions that create to-do items
A to-do item appears on your To-Do List when:
Many to-do items are created automatically.
A to-do item is added to your To-Do List when:
- An issue or merge request is assigned to you.
- You're `@mentioned` in the description or comment of an issue or merge request
(or epic).
- You are `@mentioned` in a comment on a:
- Commit
- Design
- The CI/CD pipeline for your merge request failed.
- An open merge request becomes unmergeable due to conflict, and one of the
- You're `@mentioned` in the description or comment of an issue, merge request,
or epic.
- You are `@mentioned` in a comment on a commit or design.
- The CI/CD pipeline for your merge request fails.
- An open merge request cannot be merged due to conflict, and one of the
following is true:
- You're the author.
- You're the user that set the merge request to automatically merge after a
......@@ -55,24 +45,32 @@ A to-do item appears on your To-Do List when:
[merge train](../ci/pipelines/merge_trains.md),
and you're the user that added it.
When several trigger actions occur for the same user on the same object (for
example, an issue), GitLab displays only the first action as a single to-do
item.
When several actions occur for the same user on the same object,
GitLab displays the first action as a single to-do item.
To-do items aren't affected by [GitLab notification email settings](profile/notifications.md).
## Create a to-do item
You can manually add an item to your To-Do List.
To-do item triggers aren't affected by [GitLab notification email settings](profile/notifications.md).
1. Go to your:
NOTE:
When a user no longer has access to a resource related to a to-do item (such as
an issue, merge request, epic, project, or group), for security reasons GitLab
deletes any related to-do items within the next hour. Deletion is delayed to
prevent data loss, in the case where a user's access is accidentally revoked.
- [Issue](project/issues/index.md)
- [Merge request](project/merge_requests/index.md)
- [Epic](group/epics/index.md)
- [Design](project/issues/design_management.md)
### Directly addressing a to-do item
1. On the right sidebar, at the top, select **Add a to do**.
![Adding a to-do item from the issuable sidebar](img/todos_add_todo_sidebar_v14_1.png)
## Create a to-do item by directly addressing someone
> [Introduced](https://gitlab.com/gitlab-org/gitlab-foss/-/merge_requests/7926) in GitLab 9.0.
If you're mentioned at the start of a line, the to-do item you receive is
listed as *directly addressed*. For example, in the following comment:
You can create a to-do item by directly addressing someone at the start of a line.
For example, in the following comment:
```markdown
@alice What do you think? cc: @bob
......@@ -86,22 +84,15 @@ listed as *directly addressed*. For example, in the following comment:
@erin @frank thank you!
```
The people receiving directly addressed to-do items are `@alice`, `@erin`, and
`@frank`. Directly addressed to-do items only differ from mentions in their type
for filtering purposes; otherwise, they appear as normal.
The people who receive to-do items are `@alice`, `@erin`, and
`@frank`.
### Manually creating a to-do item
To view to-do items where a user was directly addressed, go to the To-Do List and
from the **Action** filter, select **Directly addressed**.
You can also add the following to your To-Do List by clicking the **Add a to do** button on:
Mentioning a user many times only creates one to-do item.
- [Issues](project/issues/index.md)
- [Merge requests](project/merge_requests/index.md)
- [Epics](group/epics/index.md)
- [Designs](project/issues/design_management.md)
![Adding a to-do item from the issuable sidebar](img/todos_add_todo_sidebar_v14_1.png)
## Marking a to-do item as done
## Actions that mark a to-do item as done
Any action to an issue, merge request, or epic marks its
corresponding to-do item as done.
......@@ -110,53 +101,36 @@ Actions that dismiss to-do items include:
- Changing the assignee
- Changing the milestone
- Adding/removing a label
- Closing the issue or merge request
- Adding or removing a label
- Commenting on the issue
- Resolving a [design discussion thread](project/issues/design_management.md#resolve-design-threads)
Your To-Do List is personal, and items are only marked as done if you take
action. If you close the issue or merge request, your to-do item is marked as
done.
To prevent other users from closing issues without you being notified, if
someone else closes, merges, or takes action on an issue, merge request, or
If someone else closes, merges, or takes action on an issue, merge request, or
epic, your to-do item remains pending.
There's just one to-do item for each of these, so mentioning a user many times
in an issue only triggers one to-do item.
## Mark a to-do item as done
If no action is needed, you can manually mark the to-do item as done by
clicking its corresponding **Done** button to have GitLab remove the item from
your To-Do List.
You can manually mark a to-do item as done.
![A to-do in the To-Do List](img/todos_todo_list_item.png)
There are two ways to do this:
You can also mark a to-do item as done by clicking the **Mark as done** button
in the sidebar of an issue, merge request, or epic.
- In the To-Do List, to the right of the to-do item, select **Done**.
- In the sidebar of an issue, merge request, or epic, select **Mark as done**.
![Mark as done from the issuable sidebar](img/todos_mark_done_sidebar_v14_1.png)
![Mark as done from the sidebar](img/todos_mark_done_sidebar_v14_1.png)
You can mark all your to-do items as done at once by clicking the
**Mark all as done** button.
## Mark all to-do items as done
## Filtering your To-Do List
You can mark all your to-do items as done at the same time.
You can use the following types of filters with your To-Do List:
In the To-Do List, in the top right, select **Mark all as done**.
| Filter | Description |
| ------- | ---------------------------------------------------------------- |
| Project | Filter by project. |
| Group | Filter by group. |
| Author | Filter by the author that triggered the to-do item. |
| Type | Filter by issue, merge request, design, or epic. |
| Action | Filter by the action that triggered the to-do item. |
## How a user's To-Do List is affected when their access changes
You can also filter by more than one of these at the same time. The previously
described [triggering actions](#what-triggers-a-to-do-item) include:
For security reasons, GitLab deletes to-do items when a user no longer has access to a related resource.
For example, if the user no longer has access to an issue, merge request, epic, project, or group,
GitLab deletes the related to-do items.
- Any action
- Assigned
- Mentioned
- Added
- Pipelines
- Directly addressed
This process occurs in the hour after their access changes. Deletion is delayed to
prevent data loss, in case the user's access was accidentally revoked.
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