Creating To Do Lists

Create a To Do Reminder

OBJECTIVE

To create a To Do Reminder 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 EDIT 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. Select the Reminders tab
  6. Click the green +Create New Reminder button
  7. Choose how often and when to send the Reminder
  8. Enter a message (optional) and choose to send the Reminder via Email or Text
    1. For Text Message to send they must have a phone number and Mobile Provider set in Contact Details
  9. 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.