- ConstructionOnline Knowledge Base
- Using the TeamLink™ Portal
-
Getting Started
-
FAQs
-
Workflows
-
Manage Account
-
Manage Company Users
-
Contacts
-
Lead Tracking
-
Opportunities
-
Projects
-
Estimating
-
Change Orders
-
Client Selections
-
Purchasing
-
Invoicing
-
Items Database & Costbooks
-
Accounting Integrations
-
Scheduling
-
Calendars
-
To Do Lists
-
Punch Lists
-
Checklists
-
Daily Logs
-
GamePlan™
-
Time Tracking
-
Communication
-
RFIs
-
Submittals
-
Transmittals
-
Redline™ Takeoff
-
Redline™ Planroom
-
Files & Photos
-
Company Reporting
-
CO™ Drive
-
Using the ClientLink™ Portal
-
Using the TeamLink™ Portal
-
SuiteLink
-
CO™ Mobile App
-
ConstructionOnline API
View To Dos in the Portal
OBJECTIVE
To view To Dos in the ClientLink/TeamLink Portal
BACKGROUND
The ClientLink/TeamLink Portal was designed specifically for Clients and other Team members, such as Subcontractors and Architects, to stay connected and up to date on important information throughout the duration of the Project.
STEPS TO VIEW TO DOS
- In the desired Project, hover over the Project Tracking tab
- Select To Do Lists
- Scroll to view the Project's To Dos
- Expand the Filters table to filter specific To Dos
HAVE MORE QUESTIONS?
- Frequently asked questions (FAQ) for ClientLink Users can be found in the article FAQ: ClientLink.
- Frequently asked questions (FAQ) for TeamLink Users can be found in the article FAQ: TeamLink.
- 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 more options.