Add items to your To Do list, so you can quickly see tasks you need to complete!
Step 1: Navigate to the To Do page
Click on the checkmark icon to navigate to the To Do page. Here you'll see today's date with a calendar icon at the top of the page.
Step 2: Create a Task
Click on the 'Task Title' box.
Click the 'Due Date' button and select a due date from the dropdown menu.
Enter additional details in the 'Note' field below the due date button if needed.
Click the 'Create Task' button
Then use the 'Create Task' button in the top right corner of the page to create additional tasks.
After saving your first Task, you can reopen the Task to add additional info, such as subtasks and/or files (i.e. image, pdf, etc). Click the 3 dots of the file thumbnail to view or delete the file.
Step 3: View your Task List
On your To Do page, you'll see a list of tasks you've created with their due dates, listed chronologically.
If a task is past its due date, the due date appears in red.
Click the circle next to a task to mark it done.
Turn the toggle on beside 'Show Completed' to display All Tasks, and turn the toggle off to hide completed tasks.
Clicking the checkmark of a completed task moves it back to the uncompleted list.
Completed tasks are ordered in reverse-chronological order
Step 4: Edit a Task
Click on a task to expand it and add/view additional notes or make any edits.
Use the 'Delete' button in the bottom left corner to delete a task.
Click 'Save Task' in order to save all changes.
Bonus: Use Task Templates you can reuse to save time!
Option #1: Save a Task as a Template
After creating a task, click on the task name and then 'Save template'.
Click on the option to 'Save and create a template'.
Now the task will be saved in the Template subtab so you can reuse the task all year long!
Option #2: Create Task Templates
From your To Do List, click the 'Templates' subtab
Add your task details, including Title, Notes, Subtasks, and Attachments
Click 'Create Template' to save
Now the task is saved to the 'Templates' page
Click 'Use Template' and add a due date to add it to your list of Tasks.
Questions? Start a chat or email hello@kitforteams.com