Add a general to-do

  1. Go to Projects and select the appropriate project from the list.
  2. On the Project Home page, select Schedules in the Scheduling section.
  3. In the General and Project To Dos section, select Actions > Add General To Do.
  4. Optionally, set the Priority to Low, Medium, or High.

    If a priority is not specified, Medium is assigned by default.

  5. Optionally, select a Category.

    Administrators can specify categories in Settings () > Feature Settings > Scheduling.

  6. Enter a Description.
  7. Optionally, in the Assigned To section, select the Employee and Due Date for the to-do.
  8. Optionally, in the Status section, enter the Percent Complete, and select the Status and Status Date.

    For the percent complete, enter a numeric value. For example, enter 50 for 50%.

  9. Select Add & Close.