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
- Navigate to the desired Project via the Left Sidebar
- Select the Project Tracking tab
- Choose the To Do Lists category
- Double click on the To Do
- This will open the To Do Details window
- Select the Reminders tab
- Click the green +Create New Reminder button
- Choose how often and when to send the Reminder
- Enter a message (optional) and choose to send the Reminder via Email or Text
- For Text Message to send they must have a phone number and Mobile Provider set in Contact Details
- 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?
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