To-dos are one of the project communication capabilities on Cloud. To-do fields are seen in the opportunity, quote, project, and client views. The To-Dos functionality provides users with lighter internal tasking and communication capabilities. For example, a to-do for the Installer to check product availability at the depot a day before the installation task.

To create a to-do, go to the relevant opportunity or project, add a name and description for the to-do item, set a priority, assign one or more resources, and set the due date.

You have the option to set a reminder for the to-do.

To-dos trigger both in-app and email notifications for the assigned users.

The assigned users can see all the to-dos under to-dos in the left navigation menu. To-do records can be filtered by status or assignee and grouped by the client, opportunity, or project name.

Once the user completes a to-do, the user can attach the required files and check the to-do. This is automatically tracked as a completed to-do in the relevant project's activity log.

Click the opportunity tile to add to-dos in the "Activity" tile in the opportunity details view.

Open the quote, and you can add unique notes under each location and system in the quote.

Go to the project details view and add to-dos under the "Activities" tab. If you want to add unique to-dos, go to "Details > Bill of Materials" and add unique to-dos under each location and system.