Add New To-Do

Modified on Tue, 25 Aug at 12:28 PM

To add a new To Do from the To Do List, select Add New ToDo from the Actions menu.

From the add new todo page, complete the following:

  • Name - To-do name
  • Description - To-do description
  • User - Assigned to-do user.  Notifies and display's in the user's to do list.
  • Priority - To-do priority.  You can customise the to-do priority list to suit your workflow.
  • Project - Assign to-do to a project (optional)
  • Task - Assign to-do to the selected project's task (optional)
  • Quote - Assign to-do to a quote (optional)
  • Quote Task - Assign to-do to select quote's task (optional)
  • Due Date - To-do due date.
  • Start Time - Calendar schedule
  • Finish Time - Calendar schedule.

Click Save to create to-do. The New to do can then be managed from the To Do Dashboard and can also be completed from:


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