To-dos are stored in the Consonance database in a sort of hierarchy, rather than a single record, which poses problems when you want to see the data in a flattened state, as in a spreadsheet row. Here is what we advise if you want to export to-dos to Excel via the custom reports feature.

Use the following set of naming conventions in your to-dos, which were specified in consultation with key clients. Use these exact words, although they are not case sensitive: Manuscript To Production can be used instead of Manuscript to production.

• Manuscript delivery
• Manuscript received by Editorial
• Manuscript to Production
• Text to copy editor
• Edited text and images to design
• First layouts
• Files to repro and indexer
• P&P decision
• Files to press
• Advance copies received
• Ex works
• Delivered to warehouse

In order to achieve consistency in naming to-dos, set up these to-dos on one work, by copying and pasting the words from this help doc to the work’s to-dos, then use the Copy from button on any work’s to-dos page to copy them to subsequent works, over time.

The following fields are available in the to-dos section of the Product custom report:

• Advance copies received: assignee
• Advance copies received: done date
• Advance copies received: due date when done
• Advance copies received: due date
• Delivered to warehouse: assignee
• Delivered to warehouse: done date
• Delivered to warehouse: due date when done
• Delivered to warehouse: due date
• Edited text and images to design: assignee
• Edited text and images to design: done date
• Edited text and images to design: due date when done
• Edited text and images to design: due date
• Ex works: assignee
• Ex works: done date
• Ex works: due date when done
• Ex works: due date
• Files to press: assignee
• Files to press: done date
• Files to press: due date when done
• Files to press: due date
• Files to repro and indexer: assignee
• Files to repro and indexer: done date
• Files to repro and indexer: due date when done
• Files to repro and indexer: due date
• First layouts: assignee
• First layouts: done date
• First layouts: due date when done
• First layouts: due date
• Manuscript delivery: assignee
• Manuscript delivery: done date
• Manuscript delivery: due date when done
• Manuscript delivery: due date
• Manuscript to production: assignee
• Manuscript to production: done date
• Manuscript to production: due date when done
• Manuscript to production: due date
• P&P decision: assignee
• P&P decision: done date
• P&P decision: due date when done
• P&P decision: due date
• Text to copy editor: assignee
• Text to copy editor: done date
• Text to copy editor: due date when done
• Text to copy editor: due date