To Dos
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      Email a To Do List

      OBJECTIVE

      To email a To Do List 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 EMAIL A TO DO LIST

      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 gray 3-Dot Action Menu at the top right of the To Dos pane
      5. Select Share To Dos
        1. This will open the Share To Dos window
      6. Select the Recipients, Project, Assigned Resource, and Options
      7. Click Send

      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.

        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.