To Dos

Add Resources to a To Do

OBJECTIVE

To add Resources to a To Do in ConstructionOnline

BACKGROUND

Forgetting to get something done could mean you have to wake up early tomorrow morning or losing the project you've been working to get all week. To Dos are a fantastic tool to use for staying on top of the vital tasks to ensure that nothing falls through the cracks!

STEPS TO ADD RESOURCES TO A TO DO

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Project Tracking tab
  3. Choose the To Do Lists category
  4. Double click on the To Do
    1. This will open the To Do Details window
  5. Add resources via the Assigned Resources and/or Related Resources field
  6. Click Save

TIPS & TRICKS

  • 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.

    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.