To-dos are one of the project communication capabilities on Cloud. To-do fields are seen in the opportunity, quote, project, and account 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.
Create 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 one or more resources, add a checklist and files, and set the due date.
You can set a reminder for the to-do.
To-dos trigger both in-app and email notifications for the assigned users.
By configuring your email notification preferences, you can optionally suppress email notifications for to-dos.
Complete to-dos
The assigned users can view all to-dos under "To Dos" in the left navigation menu. To-do records can be filtered by status or assignee and grouped by the account, opportunity, or project name.
Once the user completes a to-do, they can attach the required files and mark it as complete. This is automatically tracked as a completed to-do in the relevant project's activity log.
If you have a checklist in the to-do, Cloud will record the user, the date and time, when an item in the checklist is marked.
Opportunity view
Click the opportunity tile to add to-dos in the "Activity" tile in the Opportunity Details view.
Quote view
In the Quote Details view, you can add unique notes under each location and system in the quote.
Project view
Go to the Project Details view, and you can add to-dos under the "Overview > To-Dos" tab.
To add unique to-dos, go to "Details > Bill of Materials" and add unique notes under each location and system.