The To-Do is considered a type of content. Please review Adding Content for a full explanation of how content is added in various places throughout Project Insight.
To-Do's are used as reminders of things that need to be done but are not project tasks. There is no time tracking or billing associated with a To-Do. A new To-Do item may be added using the add icon and selecting To-Do.
Name is a name assigned to the To-Do.
Assigned To is the Project Insight user who needs to do the item.
Project Affiliation can be used to note what project the To-Do is related to.
Task Affiliation can be used to note what task the To-Do is related to.
Start Date is the date and time the To-Do should be started.
End Date is the date and time the To-Do should be done.
Percent Complete is a text box where a number can be input as a matter of keeping up with how much of the To-Do has been completed.
Complete is a check box to be used when the To-Do is completed.
The article does not mention where the add to do option resides? as an Add-on , I still can't figure out from what menu or features To-dos can be added? For example, can you add them to a task ? if so how? Or is there only one way to add todos--from the to do option on the dashboard?
You're correct that it was recently moved into the Add-On section and that it is not appearing as an available option to tasks as it should. We will fix this and post another response shortly. Thank you for bringing this to our attention!
To-dos are now available to add to tasks. It's in the Add option within the task and also in the Home Screen to choose the project and then the corresponding task.
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