• 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...

    Account Management
  • 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...

    Account Management
  • 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...

    Account Management
  • 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...

    Account Management
  • 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...

    Account Management
  • 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...

    Account Management
  • 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 ...

    Account Management
  • 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...

    Account Management
  • 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...

    Account Management
  • 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...

    Account Management
  • 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...

    Account Management