To-Dos are one of the Project Communication capabilities on D-Tools Cloud. Check out this article about all the Project Communication capabilities.
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 Products availability at the depot a day before the Installation Task.
You can set a Due Date and Reminder Date and assign one or multiple account users to the To-Do. Assigned users can attach files as Proof of Completion.
To-Dos are seen on the Cloud Dashboard. Check out this article about D-Tools Cloud Dashboards for more details.
To-Dos trigger both In-App as well as Email notifications for the users assigned. You can optionally suppress email notifications for To-Dos. Check out this article about configuring Email Preferences for more details.
Completing To-Do Items
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 Client/Opportunity/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 item in the relevant Project's Activity log.
To-Do Field in Opportunity View
To-Do Field in Quote View
To-Do Field in Project View
To-Do Field in Client View