Creating & Organising To-Dos

To-Do Tasks

To-Do items are personal activities assigned to you or your colleagues. They are distinct from Project tasks – To-Dos are simpler, have fewer fields, and are designed for individual task management.

Creating a To-Do

There are multiple ways to create a To-Do:

Method 1: From the Dashboard

1. On your home dashboard, find the "To-Do" widget.
2. Click New Task or the + icon.
3. Enter a Summary (e.g. "Follow up with Acme Corp about Q4 contract").
4. Press Enter. The task appears in your To-Do list.

Method 2: Using the Schedule Activity Button

This creates a To-Do linked to a specific record:

1. Open any record (contact, order, project, invoice).
2. Click the Schedule Activity button (bell icon) in the top action bar.
3. Select To-Do as the activity type.
4. Fill in the details:
• Summary – What needs to be done.
• Due Date – When it must be completed.
• Alarm – A reminder before the due date (e.g. 1 hour before, 1 day before).
• Notes – Additional details, instructions, or context.
• Assign To – Yourself or a colleague.
5. Click Save. The To-Do is created and linked to the record. It appears in:
• Your To-Do dashboard widget.
• The record's chatter (as a scheduled activity).
• The global Activities view.

Method 3: From the To-Do Menu

1. Go to the app where you want the task (e.g. Sales).
2. Switch to the Activities view (icon in the top-right).
3. Click Create.
4. Select the Activity Type (To-Do).
5. Fill in the fields and save.

To-Do Fields Explained