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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