To Dos Overview

To Dos are tasks that may be general in nature or project specific and are not associated with any schedule, i.e., a Gantt chart.

To Dos - Important Things To Know

• General To Dos can only be assigned to internal employees that are users.
• Project To Dos can be assigned to internal employees that are users or to external TeamLink portal users.
• There are three hard coded Priority options: Low, Medium, and High. If Priority is not specified then Medium will be the default.
• To Dos will appear as an alert on the Home View and Scheduling Module Calendars.
• Special Kanban Views are available showing To Dos by Category with color coded options for Priority.

Steps To Complete Before Entering To Dos

• Optional: To Dos can be Categorized by User Defined Types.

To Do Functions

• Add General To Do
• Add Project To Do
• Import Project To Dos From Microsoft Excel
• Copy Project To Dos