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Creating and managing to-do lists in a project

Keep track of to-do's and assign users to complete.

Updated over a week ago

Use To-do Lists to track a Project's progression. Set up Tasks for the team and if required, define Start and Due dates as well as Assign Users. Any Tasks falling within the week will display on the Project Overview. Tasks assigned to a User will show on the Account Calendar and on any integrated Calendars (Google, iCal and Outlook.)

Creating a To-do List

  1. Click To-do then click Create a new list

  2. Type in List Description

  3. Click and type into Enter task Description

  4. (optional) Click to choose a start date and use the Time selector

  5. (optional) Click to choose a due date and use the Time selector

  6. (optional) Click Anyone to assign a User

  7. Add further tasks by clicking and typing into Enter task Description

  8. Click to add further To-do Lists

Edit, Rearrange and Delete Tasks / Lists on a Project

  1. Complete: Click the circle on the Task, hidden unless clicked Show Completed Tasks on the List

  2. Editing: Click the section to update, change dates or re-assign

  3. Rearrange order of Tasks or Lists: Click hold and drag (⋮)

  4. Show Completed can be chosen per Project / List

  5. Make changes to the List / Tasks, click List / Task Actions to:

    • Show/Hide Completed

    • Clear Tasks

    • Delete

Any Tasks falling within the week will display on the Project Overview.

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