To Dos Overview

To Dos can be assigned to Internal Users (ie. your employees) and may be general in nature or project specific.

To Dos - Important Things To Know

• There are three hard coded Priority options: Low, Medium, and High. If Priority is not specified then Medium will be the default.
• To Dos will appear as an alert on the Home View and Scheduling Module Calendars.
• Special Kanban Views are available showing To Dos by Category with color coded options for Priority.

Steps To Complete Before Entering To Dos

• Optional: To Dos can be Categorized by User Defined Types.

To Do Functions

• Add General To Do
• Add Project To Do
• Import Project To Dos From Microsoft Excel
• Copy Project To Dos