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Adding To-Do’s

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Adding To-Do’s

To-Do’s are a useful tool to manage basic tasks in Contractor Foreman. You can assign them to individuals, create checklists as well as set due dates.

To-Do’s will also show up on your Dashboard (Home screen).

To save your work click either the Submit button or the blue check mark box in the upper right hand corner.

To modify an existing record click the green Pencil icon in the upper right hand corner.

Add a New To-Do

Go to main menu and click on To-Do’s. Click on the blue Add New To-Do button. Select Project from the Drop down Project field, then assign the task a name. Next, give the new To-Do a detailed description of what needs to be done.

In the next field Checklist you can create a list of checklist type items that need to be accomplished. You can add multiple items to these checklists. Filling out one opens another box automatically.

Then fill out the Date added and Date Required by fields using the calendar pop ups.

In the right hand column of fields you can now assign the To-Do to an employee as well as assign tags (See tags in help or go to Settings > Company Setting and select tags to set up.)

You can then fill out Status. (Keep this set to open until all of the tasks have been completed.)

Priority is used to set the urgency of the To-Do. Your choices are High, Medium, Low and Critical.

Use the Note to input and further detail or direction.

To save your work click either the Submit button or the blue check mark box in the upper right hand corner.

To modify an existing record click the green Pencil icon in the upper right hand corner.

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