Create a To Do

OBJECTIVE

To create a To Do in ConstructionOnline

BACKGROUND

To Dos are a fantastic tool to use for staying on top of vital tasks to ensure that nothing falls through the cracks!

STEPS TO CREATE 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. Click the green +Add New To Do button
    1. This will open the Create a To Do window
  5. Enter all necessary information in the Details tab
  6. Attach any files pertinent to the To Do and create a Reminder (optional)
  7. Click Create

TIPS AND 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.
  • Do you need a degree of privacy for a certain To Do? When creating the To Do, check "Make To Do Private" in the Details tab.  This will make the To Do viewable to only the creator of the To Do and any affiliated resources.

    HAVE MORE QUESTIONS?

    We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.