Creating To Do Lists
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      3. Creating To Do Lists

      Set a Reminder for a To Do

      Enable custom reminders for construction tasks in ConstructionOnline™

      BACKGROUND

      ConstructionOnline's industry-leading tools for construction project management empower construction companies to build out and successfully complete detailed construction task lists with its To Do Lists tool. To ensure the timely completion of construction tasks, ConstructionOnline offers convenient automated Reminders for To Dos. Custom, automated Reminders can be scheduled to send via email or text to the Resource(s) assigned to the To Do at regular intervals until the To Do is marked as Complete. 

      PREREQUISITES 

      • At least one Assigned or Related Resource must be associated with the To Do in order to be able to set a Reminder. 
      • All Resources (both Assigned and Related) will receive Reminders to the To Do, depending upon the Reminder Settings. 

      STEPS TO SET A REMINDER FOR 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 a Reminder for.
      4. Right-click on the To Do, and select the "Set Reminder" option. 
      5. This will automatically open the Reminders tab within the To Do blade extension where you can create a new Reminder by clicking the green (+) Create New Reminder button. 
        1. Please note that at least one Assigned or Related Resource must be associated with the To Do in order to be able to set a Reminder. 
        2. If no Assigned or Related Resources have been associated with the To Do, a message will appear prompting you to add a Resource. 
      6. Enter the desired Reminder settings: 
        1. Send Reminder: Choose the frequency (Once, Daily, Daily on Weekdays, or Weekly), date, and time the Reminder should be sent until the task is marked as complete. 
        2. Message: Enter an optional message in the text box.
        3. Send Reminder via: Choose to send the Reminder via Email, Text Message, or both Email & Text Message by marking the checkbox ☑️ next to the desired option(s). 
          1. At lease one mode of delivery is required. 
          2. Both ☑️ Email and ☑️ Text Message are marked by default.
          3. To receive a Text Message Reminder, the Resource's Private Contact Details must include a Phone Number AND Mobile Provider.
      7. Finalize the new Reminder by clicking the blue "Save" button. 

      VIDEO WALKTHROUGH 

       

      ⭐Prefer to work spreadsheet style? Reminder settings can also be accessed via the Reminder column on the dynamic table in List and Group By Views. The Reminder column is designated by a 🔔 bell icon and is shown by default on List and Group By View's dynamic tables. If you do not see the Reminder column, visit this article to learn more about managing column visibility on your dynamic table.

      ADDITIONAL INFORMATION

      • 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.
      • Only one Reminder can be set at a time for a To Do, and all Resources (both Assigned and Related) will receive the same Reminder, based on the specified settings. 
      • Reminders cannot be set for Subtasks. 
      • Permissions: ConstructionOnline Company Users must have "Can Create, Edit, & Delete" To Do Lists permissions to be able to set To Do Reminders
        • Additionally, any Company User added as an Assigned Resource to a To Do can set Reminders for that To Do, despite their To Do Lists permissions. 
      • ClientLink™/TeamLink™ Access: ClientLink and TeamLink Users cannot set Reminders for To Dos; however, in addition to global ClientLink/TeamLink permissions, if they are added as an Assigned or Related Resource, ClientLink and TeamLink Users can view any active Reminders for the To Do(s) they're assigned to.
      • CO™ Mobile App: To Do Reminders can be enabled and modified via 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.