Add New To-Do

Modified on Fri, 9 May at 11:19 AM

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.


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