The overview:

Objective:

To create a to do within a task, so people know what needs completing for a task.

What is a To Do:

A task to do is exactly what it says, something for you to do. These can be simple checklist items or they can be linked to completing forms, taking photos, logging timesheets and more.

Device:

Desktop (Also available in the app - click here)

Feature:

To Do

Available offline:

Yes

Complete action time:

1 to 2 minutes

Previous function:

Create a task


The process:

1. Open Taskbox on desktop

Make sure you are on desktop, laptop or a tablet

2. Go to the project list view

This is the folder icon towards the top of the left-hand menu

3. Click into your project

You can do this by clicking on the row of the project. Make sure you are not clicking on any of the data in the row.

You will now see your tasks.

4. Find your task and click on the to do total

Scroll through your list of tasks until you find the task you want to add a to do. Click on the To Do total that shows in the row.

Not got a task yet? Take a look at our 'How to create a task' article for more information.

5. Click into the 'write something to do...' field

Here you can add anything you need to be complete

6. Click the 'submit' button to save

You will see a success notification appear at the bottom of your screen


The evaluation:

Expected outcome:

Yout To Do will be available for anyone to complete. When you add new To Do items to a task, the task totals will increase and represent the number of To Do's you have remaining to complete.

Want to create advanced To Do's?

Sometimes To Do's require collecting data. This can be a general form, survey, inspection, photos, timesheets and more. Check out our other To Do articles to find out how to automatically link to collecting data on click.

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