How do I create a To-Do’s list if I am at my Dashboard?

Even if you are not at the Main Dashboard, you can create a To-Do’s list from almost every screen in Contractor Foreman and there are 2 ways to achieve this.

Option 1: To create a To-Do’s list, go to the Menu and then click on the “plus icon” on the right side to the To-Do’s module and it directly creates a new To-Do’s list right from the dashboard. This will create the “To-Do’s list” for you and will take you to its module.

*** The plus icon only appears when you hover your cursor over the top of the To-Do’s Module.

Option 2: Another way to create a To-Do’s list is by clicking on the “plus calendar icon” located at the bottom right side of the screen, between the calendar and bell icons. Click on it and a new pop up window will appear on the right side of the screen. Make sure the To-Do is selected and then just type the Task Name, which is a required field, and click on the blue button “Save”. Note that this function will not take you to the “To-Do’s” module like the option 1 shown on this article.

These options avoid the extra step of going to the To-Do’s module first and then creating a To-Do’s list from there.