Build out and assign Tasks for you and your team with the ToDo List
BUILDING LISTS
Upon opening the ToDo List you will want to set up what kind of lists you will be using. This is up to your preference, but some examples would be:
- Ranch ToDo List
- Team ToDo List
- Pasture/Paddock/Subdivision ToDo List
The options are endless! All of the ToDo Lists you build can be seen under the Lists portion on your left-hand side.
BUILDING TASKS
Once you've built a List, it is time to fill it with Tasks.
In order to create a Task, you will select the + button next to your Lists name, in the top right corner of your List. This option will be available on both the individual List page and on the Show All page.
When you select the + button, a tab will pop open on the right-hand side. You will be able to fill in the Title of the Task and any additional information, including:
- Status
- Due Date (Any tasks Past Due will be Highlighted in red)
- Assignee ( Team Members, Consultants & Yourself)
- Any Details
*All the additional information on this Task is optional.
After adding all the information needed for this task, it is important to click the blue "Add" button, this will save your Task into the List. You do have the ability to go back in and edit the Task by clicking on it. Just make sure to press the blue "Save" button once completed.
ORGANIZING YOUR TASKS
With so many tasks to complete, organizing them in the best way possible will help you to complete them in the most efficient way.
Within your Todo Lists, you will be able to "Search" for your tasks. This can be done on both the "Show all" page and "Your Lists". When searching, you can look up the Task by:
- Name
- Phrase used
- Date (m/d/yr)
Aside from Searching for the Task, you can also choose to sort them Manually, Alphabetically, or Chronologically. Manually will always be selected unless changed.
If you decide to organize them manually, you will be able to drag them around to organize them in whatever order you wish.
*You can also drag tasks between lists. If you are on the "Show All" Tab, when you hover over a task you will see a navigation icon, instead of your normal cursor. When you click and hold on said task, you can then drag it between the Lists that you have built.
If you would like to view any of the tasks that have been completed, select the circle with the check mark and all completed tasks will populate within the Lists.