Todos

Tasks, kanban, calendar, and operational follow-up.

Overview

This guide covers todos workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.

Task boards

Configure Task boards according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Kanban views

Configure Kanban views according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Calendar planning

Configure Calendar planning according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Templates

Configure Templates according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Troubleshooting

Issue Resolution
Missing menu item Verify module is enabled and role permissions are assigned
Validation error Check required master data and fiscal period status
Integration failure Review API credentials and endpoint version

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