To-dos are tasks on a project with a due date, such as "Confirm access code with agent", "Send edited photos" or "Order prints". They keep everything you need to do for a job in one place, and remind you on the project page when they are due.
Where to find it: Open the project and use the To Do tab, the Add To-Do button, or Create New > To Do.
In this article
- Add a to-do
- See your to-dos
- Complete or reopen a to-do
- Edit or delete a to-do
- To-dos and Google Calendar
- Troubleshooting
- Related articles
Add a to-do
- Click Add To-Do (or Create New > To Do).
- Enter a Name for the task.
- Choose the Due On date, and a time if it has one. Leave the time blank for an all-day to-do.
- Leave Assigned To as Me.
- Add Notes if you like. They are for you only; clients don't see them.
- Click Save To-Do. You will see "To-Do item has been added."
See your to-dos
- The To Do tab lists the project's to-dos, open ones first, then by due date.
- Coming Up In The Next 7 Days, at the top of the project, shows to-dos due in the next week together with upcoming visits. Overdue to-dos are shown first, in red, until you complete them.
Tip: check Coming Up In The Next 7 Days whenever you open a project, so nothing slips.
Complete or reopen a to-do
Tick the checkbox next to a to-do to mark it done, on the To Do tab or in Coming Up. Untick it to reopen it.
Edit or delete a to-do
- Edit: click the edit icon on an open to-do, make your changes and click Save To-Do ("To-Do item has been updated.").
- Delete: click the X icon on an open to-do, then Yes, Delete.
Completed to-dos can't be edited or deleted. Untick them first to reopen them.
To-dos and Google Calendar
If you have connected Google Calendar, new to-dos are added to it: to-dos with a time as a 30-minute event, and all-day to-dos as an all-day event. Completing a to-do removes it from your calendar, and deleting it removes it too. See Use your calendar and connect Google Calendar.
Troubleshooting
"Please enter a name for your todo item."
Type a name before saving.
"Please select a due date."
Every to-do needs a due date. Choose one, and leave the time blank for an all-day to-do.
I can't assign a to-do to a team member
To-dos are assigned to you. To give work to a team member, assign them to the project's services or visits (see Add and manage team members).
I can't edit or delete a to-do
It is completed. Untick it to reopen it, then edit or delete it.
A checkbox didn't save
Reload the page to check its status, then try again.
Still stuck? Book a free 30-minute call with our support team and we will walk through it with you.