UCM Plugin: Advanced Todo (Add-ons)

By Acty, March 9, 2014

UCM Advanced Todo Plugin Features

The Advanced Todo is an easy handy plugin, for the popular Ultimate Client Manager, which can make your daily todo’s set up easy. Forget the little tags and booklets, wherein write the significant todos with your partners!

With the help of Advanced Todo plugin you can see clear easy and fast your next todo. With drag&drop mode you can set easy the priority order, the inline edit mode give an option for change the wanted todo without loading a new page. It’s very easy: just double click on a todo to edit it and hit enter to save the changes. For shift a todo in finished status enough to click on the green tick icon on the line of todos. (Undo: click on the grey tick).

The Ultimate Client Manager can be found here.

v1.0.5     03/03/2014     Show info line on todos page and hide it on dashboard
Add todo owner to the info line if user has All todo permission
v1.0.4     03/02/2014     Done / Undone function
WhiteLabel bug fix is deleted, no more necessity, due to repair of theme code. Thanks, dtbaker! :-)
v1.0.3     02/23/2014     Todos menu | Filtering by users
Todos handling by user authorities (view, create, edit, delete)
Dashboard alert message if the plugin installation isn’t complete
v1.0.2     02/20/2014     Todos menu | Own todos only
v1.0.1     02/19/2014     Mobile view | Todo sort, edit and delete disabled in mobile view
v1.0 02/13/2014 First release | Dashboard todos | WhiteLabel bug fix


Installation Instructions

  • Download and install the Ultimate Client Manager on your website
  • Once UCM is working, come back and purchase this plugin
  • Unzip the downloaded files, and upload the plugin_webnpro_advanced_todo folder into your websites includes folder
  • To finishing the installation choose the Settings > Upgrade menu point, and click on the Manual Upgrade button. If you see All Good title on the end of webNpro Advenced Todo plugin’s line the plugin installation is successful.
  • Step on the Dashboard
  • If everything went well, the Todos menu point is appear, or rather the Todos widget (WhiteLabel theme only)
  • You can find the general setting at Settings > Advanced Todo menu point
  • That’s all, have fun!


  • drag&drop sort
  • inline todo editor
  • dashboard widget for the own todos (WhiteLabel theme only)
  • todos filtering by users
  • own or other users todos handling by users authorities (view, create, edit, delete)

Planed features

  • todos coloring (coming in the next release…)
  • icons assign on several todos
  • longer description affixing with todos
  • time-limit assign on todos
  • alarms/reminds set up on todos (popup, email, dashboard)
  • daily todos sending in email in every morning
  • the full value mobile view
  • Google Todo synchronization
  • Any.do synchronization
  • todos printing
  • todos assign to customer, contact, job, or invoice
  • advanced filter
  • built in the system’s inner searcher
  • bulk delete
  • automatically upgrade function
  • and much more useful trifles…


Note: This is a plugin for the Ultimate Client Manager. Please ensure the latest version of Ultimate Client Manager (Lite or Pro) has been purchased and installed before using this plugin.

Please, refrain from downloading codes from unreliable sources, because by doing this you ignore the hard work of the developers!

I live and work in Hungary, so you can communicate with me in Hungarian or English, but my knowledge of the latter is far from perfect. :)

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I am looking forward to count you among my customers soon!

Kind regards

Zoltan Korosi (webNpro)