About Team To-Do's

Team To-Do's are account-wide task reminders located in your Information Centre.

Whenever a User creates a to-do, regardless of whether it was an Account Owner or Admin User, these will be visible to all Users of the account.

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In this article


How to Add a Team To-Do

1. Head to the Information Centre on the top right corner of the platform and click on your profile picture.

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2. Under Private notes and Team To-dos, click Add To-Do.

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3. Write a Headline to identify your to-do with, and a Description if you wish to have some extra information.

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3. Choose a due date for your to-do by clicking on a date.

Switch between months by clicking the small arrows on the top right of the calendar.

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4. When you're finished, click Save. If you want to delete it and start over, click Cancel. That's it!

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How to Edit a Team To-Do

1. Click on the Headline or Description fields.

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2. Edit the text.

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3. To edit the date, click on the date field and then select a different date on the calendar. Use the arrows to go back and forth between months.

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4. That's it!

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How to Mark a Team To-Do As Done

1. Click on the circle next to the to-do you want to mark as done. Your item will now be moved to a separate tab for done items.

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2. If you need to undo it, locate the item and click on the circle again.

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How to Delete a Team To-Do

1. Choose the item you wish to delete and click the circle with the x on the top right.

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2. To confirm, click Delete. If you're not sure, click Cancel.

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