Sep. 05, 2024

To-Do Lists

Leverage to-do Lists to easily keep track of quick tasks associated with Jobs, Customer & Vendor Accounts, separate from your job schedule. With the ability to prioritize to-dos using due dates, task types, and checklists, you can ensure that your team stays focused on what truly matters. Assign tasks, add comments, and share files in to-dos for seamless collaboration. As a bonus, we've enhanced the schedule List View to give you an organized, easy-to-navigate interface, making task tracking more intuitive than ever before.

Easily keep track of quick to-dos within Jobs and Customer & Vendor Accounts

Keep a running list of to-dos separate from your job schedule

Prioritize to-dos with due dates, task types, and checklists

Assign to-dos to team members, add comments, and share files

Create and save to-do templates in your catalog

Set role-based permissions to choose who can view, update, and manage to-dos

Bonus: A new and improved List View will also be applied to the Job Schedule so tracking your tasks has never been easier!