Add New To-Do

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.  The to-do will display in this 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.

Click Save to create to-do.

To-dos can also be added to project tasks directly from the project, iOS and Android mobile apps and iOS and Android Kiosk apps.