Add To-Dos as Project Activities and assign resources and Due Dates for completion

Written by Ashok P
Updated over a week ago

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.

Creating To-Dos

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 it 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 as well as Email notifications for the assigned users. You can optionally suppress email notifications for To-Dos.

Check out this article about configuring Email Preferences for more details.

Completing To-Dos

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 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

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