Add a project 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 Project To Do.
4. Optionally, update the Project # as needed.
5. Optionally, set the Priority to Low, Medium, or High.

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

6. Optionally, select a Category.

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

7. Enter a Description.
8. Optionally, in the Assigned To section, select whether to assign the to-do to an Employee or a TeamLink User, then enter the following information:

   • If the assignee is an employee, select the Employee and the Due Date.

   • If the assignee is a TeamLink user, select the Company, Contact, and Due Date.
9. 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%.

10. Select Add & Close.