Task To Dos

Task To Dos are available to track progress on a particular task, usually used in conjunction with task statuses.  

• Adding Task To-Dos
• Scheduling and Allocating Task To-Dos
• Editing Task To-Dos
• Deleting Task To-Dos
• Completing Task To-Dos

As staff are working on a task, as they complete specific to dos or milestones, they can mark them as complete as they are entering their timesheets. To dos can be scheduled to be completed by a specific time, and allocated to specific staff to complete.

Task to dos can also be setup to default as part of the task itself or part of a specific project or production templates.

Adding Task To-Dos

Click into the + Add a to-do field to add to-dos to the task. There is no limit to the amount of to-dos.

Scheduling and Allocating Task To-Dos

Once a to-do has been added, you can schedule the to-do by clicking Set Date and selecting the required date from the calendar pop-up.  Assign the to-do to another user by clicking on the User and selecting the user from the dropdown.

Editing Task To-Dos

Edit the task to-do's by clicking on the to-do Name and entering the updates in the popup.  Click the tick to apply changes.

Deleting Task To-Dos

If you want to remove a specific Task To Do all together then you can delete it by hitting the "X" at the end of the row and hit Ok on the pop up to confirm.

Completing Task To-Dos

To complete a task to-do, simply click the checkbox next to the relevant to-do. 

The selected to-do will then be moved to the Completed tab.  Completed to-do's can be deselected to move them back to the active list.