Creating To Do Lists
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      2. To Do Lists
      3. Creating To Do Lists

      Add Notes/Description to a To Do

      Provide additional details to a construction tasks in ConstructionOnline™

      BACKGROUND

      As the industry's leading construction management software provider, ConstructionOnline empowers construction companies with award-winning software solutions for tracking project progress. Part of ConstructionOnline's project tracking toolkit includes its cutting-edge, cloud-based To Do List tool where users can create & manage detailed lists of project tasks. To support a high level of detail, ConstructionOnline offers users a multi-line Notes/Description field within To Dos and Subtasks that can be used to subtitle tasks or add additional information or updates to the task.

      STEPS TO ADD NOTES/DESCRIPTION TO A TO DO

      1. Navigate to the desired Project via the Left Sidebar.
      2. Select the Project Tracking tab to automatically open the To Do Lists category.
      3. Within the To Dos pane in any View, locate the To Do you wish to set the Due Date for.
      4. Right-click on the To Do, and select the "Edit To Do" option. 
      5. This will open the To Do blade extension where you can add or update the To Do's Notes/Description by typing the desired information in the Notes/Description field.
        1. The Time Stamp button can be used to automatically log the Date, Time, and Author of any additions to the Notes/Description field. 
      6. Finalize your changes made to the To Do's Notes/Description field by clicking the blue "Save" button. 
        1. The new information will appear within the Description column in List and Group By Views, and on the To Do's card in Board View, depending on Card Density settings.



      ⭐ Prefer to work spreadsheet style? To Do Notes/Description can be managed via inline editing on the dynamic tables in List and Group By Views by clicking into the Description cell and typing your desired details. 


      ⭐ Working in Board View? To Do Notes/Description can be added or updated directly on the card. 

      ADDITIONAL INFORMATION

      • To streamline text entry, ConstructionOnline provides flexible keyboard shortcuts for entering Subject & Description Text inline on the dynamic tables in List and Group By Views. To learn more about this shortcut, and how to manage it, visit the Edit Subject & Description Text Settings article.
      • Working with To Dos that are not assigned to a Project? All Company To Dos can be accessed from Company Overview > Project Tracking > To Do Lists.
      • Permissions: ConstructionOnline Company Users must have "Can Create, Edit, & Delete" To Do Lists permissions to be able to add or modify To Do Notes/Description. 
        • Additionally, any Company User added as an Assigned Resource to a To Do can modify the To Do's Notes/Description field, despite their To Do Lists permissions. 
      • ClientLink™/TeamLink™ Access: In addition to global ClientLink/TeamLink permissions for To Do Lists, ClientLink and TeamLink Users must also be added as an Assigned Resource in order to modify the To Do Notes/Description field.
      • CO™ Mobile App: The Notes/Description field for To Dos can be modified from the CO Mobile App.

      HAVE MORE QUESTIONS?

      • Frequently asked questions (FAQ) regarding To Dos can be found in the FAQ: To Dos article. 
      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.