Doing more with a to-do

Try assigning to-do items to team members so you can manage project goals. Later, if you don't want to expand all those sections to look for a single item, you can view all to-dos from the To-Do List tab.

Assign a to-do

To-dos are not assigned to anyone by default. So any member of the activity can complete it.

1. Open your to-do.
2. Click More options.
3. Click the arrow after Assigned To.
4. Select either One or more activity members (50 max).
5. Select people to assign.

Add a due date to a to-do

1. Open your to-do.
2. Click More Options.
3. Click the Due Date field.
4. Select a new due date from the calendar.
5. Click Save.

Add a file

1. Open your to-do.
2. Click More options.
3. Click Add file.
4. You may Attach a file, Link to File, or Link to Folder.

Add a bookmark

1. Open your to-do.
2. Click More options.
3. Click Add Bookmark.
4. Enter a Bookmark Title and its link to the field provided.

Add custom fields

1. Open your to-do.
2. Click More options.
3. Click Add Custom Fields.
4. You can add one or more of the following fields:
   • Date Field
   • Person Field
   • Text Field

Notify people of a to-do

1. Open your to-do.
2. Click More Options.
3. Select Notify people of this entry.
4. Select people to notify.
5. Click Save.

Next steps

Don't need a checklist? Organize your activity with entries instead.

Parent topic:Getting started