Overview
To-Dos allow you to manage project-related tasks in a structured and actionable format. It helps you track pending work, assign responsibilities, and monitor progress directly within the project record. You can create to-do items with details such as start and due dates, priority level, and completion percentage. Each task can be assigned to specific team members, who receive notifications to ensure visibility and accountability. To-dos are displayed in a tabular format with options to filter, sort, and search, making it easy to manage and locate specific items, especially in complex or multi-phase projects. You can also attach supporting files or documents to each to-do for added context.
A key feature of this screen is the ability to convert a to-do item into a time entry, allowing you to seamlessly transition from task tracking to time logging without leaving the project interface. Check out To-Dos for details.
How To
Add To-Dos
You can view all the to-dos of the project and its phases, if any, on this screen. Check out To-Dos for details.
To add a new to-do task for a project, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click
on a project row and select View Details.
- In the Project Center view, go to the To-Dos tab.
- Enter the required information in the top row of the grid.
- Description
- Start/End Date
- Assigned To
- Priority: level ranging from low to high
- % Complete
- Click Save.
You can also check the detailed video on managing to-dos in CORE.