The To Do Board can be a way for your Creatives or Web Developers to track items in a board style, drag and drop management screen. While To Dos are Status based, then can be linked to a Task as part of a larger project schedule.

NOTES:

• To Dos do not replace the need for Tasks to track time to. Think of these as an extension of a Task.
• The design behind To Dos is to make it so you can have less tasks to manage in your Schedule (less Tasks), yet track the status of individual items to have done within the duration of that Task.

---

System Setup | Menu Navigation | Project Managers | Creatives | Workflow | Resources

---

System Setup

Security Settings

To access the To Do Board, you will need the security right View To Dos. However there are other rights associated with To Dos to give you more control over them. They are:

• View To Dos
• Add/Edit To Dos
• Delete To Dos
• View To Dos Not Assigned To You
• Edit To Dos Not Assigned To You

To Do Status

From Global Options of System Setup, there is an item called To Do Status.

Here you can create a custom list of Statuses for your To Dos.

NOTE: This list is blank by default, but here is an example of how one might set this up.

• Status = The Name of the designated Status.
• Mark As Completed = Can be on multiple. This will mark the To Do as Complete when put into that Status.
• Default =Can be on only one. This will be the initial Status for any new To Do you create.

---

Menu Navigation

This will open the To Do Board for the entire system with no filters entered.

You can then use the Filters to narrow down the results shown. Such as Project, Task, User and even Search the Subject/Description.

---

Project Managers

You can also open the To Do Board for just one project from the Project Details section.

Going this route will open the To Do Board with it set to show only To Dos for this project.

---

Creatives

From the Project folder of an assignment card, you can click on To Dos.

This will open the To Do Board for just that Task.

---

Workflow

You will want to create at least three To Do Statuses form System Setup. One for New issues, one for In Progress, and another for Completed.

From here you can drag and drop them into their current status for others to see and follow-up.

You can click on a To Do for further details. Which allows you to click on View Markup if this To Do was created from a comment to fix on a round of a Deliverable.

Additionally if you use To Dos with Deliverables, then you may just want to have a single task in your schedule called In Review (or Round 1, Round 2, Etc). So that way you know your schedule it waiting for the Deliverable to be completed. With all the To Dos fixed, before moving on with your schedule.

From the To Do details screen, you can update its status by clicking on the name of the Current Status.

---

Resources

Creatives Today

Deliverables