2088119 - Home Page: To-Do List - Delete Items from To-Do list

• How to delete old items from To-Do portlet
• Why are overdue notifications still displaying in the To-Do portlet 

• We are unable to prevent items from appearing on the To-Do List when these are for live forms that are pending some action by an individual. Please instruct your users to complete the actions that are pending.
• We cannot remove only certain entries or only older entries from the To-Dos. The best way to remove these entries is to either delete the old forms that are still in process or route those forms through to completion.
  • Deleting Forms – Admin Tools > Delete Documents > User the filter options/Search criteria to delete form(s).
  • Routing Form – Admin Tools > Route Document > Search for the form(s) (User the filter options/search criteria) > Next > Move to completion step > Next.
• SuccessFactors can remove all entries from all To-Do Lists, but this would impact the current review process as well. If there are old forms in place that are routed or moved to a new manager because of a managerial change, then these To-Do List entries are valid, and they can be removed by deleting the old forms that are no longer really in-process.
• We can delete some tasks from the To-Do list - But the form based tasks (notifications of the forms that require your action) cannot be deleted.
• We recommend you simple delete the documents (overdue forms) from the system - if they are no longer valid/required or you can force these forms through to completed stage, in which case the overdue items will no longer be displayed in the To-Do List (as they are no more in the inbox).

Notes for Customer Support & Partners:

If there are entries that are appearing in the To-Do List that should not be appearing, the option would be to retrigger all the To-Do items via Engineering team. 

Please Note:

• This will remove all entries and would impact the current review process as well.
• If there are any valid task(s) notifications, these will also be removed from the To-Do list.

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