Creating a To-Do

After the To-Do List has been created you can create and assign individual To-Dos for yourself or others. This article describes how to create a To-Do, or action item.

To create a To-Do for your To-Do List:

1. Click Go To > Tasks > To-Do Lists.
2. Select a To Do List from the left side.
3. Click the (+) New To-Do icon.
4. Select a BUILDING and ASSIGNEE.
5. Enter the DETAILS of the To-Do.
6. (Optional) Use the calendar icon to enter a DUE DATE.
7. (Optional) Click Notify via email to send an email notification to the To-Do assignee.
8. Click SAVE or SAVE AND ADD ANOTHER to create another To-Do.