Help -> To-Dos -> Creating To-Dos
Starting Point: Logged into Manager and navigated to "Manager -> Productivity Tools -> To-Dos".
Below is an overview of the different ways you can create To-Dos.
- By clicking the check mark icon in the Top Blue Bar* and then clicking New, you can create a To-Do from any Page in the Manager, and you also have the option to have your To-Do be linked to the page are on.
- While on the My To-Dos page, you can click New To-Do which creates a To-Do that isn't linked to any page.
- While viewing a Ticket Details page you can click the Manage button and then click Create To-Do to create a To-Do that is linked to that Ticket and will be visible in the Inbox To-Dos tab to everyone who can see that Ticket.
- While viewing a Project page you can click the Manage button and then click Create To-Do to create a To-Do that is linked to that Project and will be visible in the Project's To-Dos tab to everyone who can see that Project. Note: When creating To-Dos in this manner you have the option to create multiple To-Dos at once.
- You can create a To-Do for any Idea List item by clicking the icon to the right of the List Item consisting of three horizontal lines and selecting Create To-Do.
- You can create a To-Do from any Chat Message by clicking the check mark icon in the upper right of the message, and the To-Do will be linked to the Chat Group.
Below is a summary of the information you provide to create a To-Do.
- To-Do Reference Link: To-Dos can be linked to tools such as linking a To-Do to a specific Ticket.
- To-Do Due Date/Time: This the date and time you want your To-Do to be due. This date and time information is used to trigger Notifications in places like the Top Blue Bar*. There is a separate help article about To-Do Notifications.
- To-Do Assign To: This is the Person you are assigning the To-Do to. This can be yourself or someone else on your Leadership Team.
- To-Do Text: This is the text that explains the To-Do.
* Top Blue Bar: The Top Blue Bar is hidden for mobile users until they click the three dots icon. There is also a separate help article with more information about the Top Blue Bar.
Related Help Documentation:
- Help -> Top Blue Bar -> Summary
- Help -> To-Dos -> Creating To-Dos
- Help -> Inbox -> Ticket Details Page
- Help -> Inbox -> Visibility Tree
- Help -> Team Tools (Prayer, Care, Project, and Event) -> Visibility Tree
- Help -> Idea Center -> Idea Lists
- Help -> Chat Groups -> Summary
- Help -> To-Dos -> To-Do Notifications
- Help -> Overview -> Manager Logins
Applicable Manager Links:
