Adding Project To Do

1. Click the 'Projects' icon on the left menu.
2. Select the Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Project Home' page.
3. On the 'Quick Links' tab, click the 'Scheduling' link under the 'Project Management and Field Staff' section. This will refresh the page and show the 'Scheduling Landing Page'.
4. Navigate to the 'General and Project To Dos' section.
5. Click the 'Actions' button on the far right.
6. Click 'Add Project To Do' option from the drop-down menu.
7. In the data entry form, the Project # should be selected already but can be changed.
8. Optional: Select the Priority: Low, Medium, High. If nothing is selected, Medium will be the default.
9. Optional: Select a Category. Options can be setup in Settings (gear icon) | Feature Settings | Schedule.
10. Enter a Description.
11. Optional: Select the Assigned To information
    • Employee
    • Due Date
12. Optional: Update the Status information
    • Percent Complete: 50% = 50
    • Status: Not Started, On HOld, Started, Waiting on Customer, Waiting on Vendor, Completed
    • Status Date
13. Click 'Add and New' or 'Add and Close' button at the bottom.