To-Do Lists
The To-Do List allows you create and manage a list of To-Dos for you and your staff. After a To-Do List is created, To-Dos can be self-assigned or assigned to employees, vendors, or external users. As To-Dos are completed, assignees can update their status and provide all users with visibility into their progress.
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To Do User Guide
The To-Do List allows you create and manage a list of To-Dos for you and your staff. After a To-Do List i...
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Creating a To-Do
After the To-Do List has been created you can create and assign individual To-Dos for yourself or others. T...
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Creating a To Do for a Non-System User
To Dos can be assigned to individuals outside the Building Engines application. When a To-Do for a non-syst...
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Completing a To-Do
After a To-Do has been completed you can update the To-Do to display as completed. This article describes t...
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Marking a To-Do as Won’t Do
If you choose not to complete a particular To-Do, however, want it to remain on your To-Do List you can mar...
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Deleting a To-Do
If a To-Do, or action item, is no longer relevant to a To-Do List it can be deleted from the list. This art...
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Creating a To Do List
To Do Lists can be created to provide a simple self-reminder or manage a list of action items for multiple ...
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Deleting a To-Do List
If a To-Do List is no longer important it can be deleted from the left side list of To-Do Lists. This artic...
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Archiving a To-Do List
After all of the To-Dos on your list have been completed you can archive the To-Do List into the Archive To...
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Sharing a To-Do List
To-Do Lists can be shared with system users and non-system users. The PDF To-Do List attachment includes al...
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Printing a To-Do List
This section describes the process of printing a To-Do List. To print a To-Do List: Click Go To > Tasks...