To Do Options
You have many ways to make changes, add more detail and features to use to enrich your experience with To Dos and increase productivity.
Editing tickets
You can open a To Do by clicking on it, which will take you to the To Do editor, where you can provide information on the task the To Do is about.
- Name - Update the To Do title.
- Description - Provide a written description of the task
- Comments - Provide and receive feedback on the To Do
- History - See what happened to the To Do in a chronological order.
- Column - Move the To Do between columns
- Members - Assign tasks to team members. (Set the owner and the people who are responsible for carrying out the task).
- Story point - Set the size of the task based on how much time it will take to carry out.
- Labels - Add labels to To Dos to identify which project they are related to
- Custom Fields - Add custom fields that are needed for this To Do
Custom fields
With custom fields, you can add more details to your To Do:
- Tester - Assign the task to the relevant person who checks whether the To Do has been carried out correctly.
- Deadline - Let the team know when a To Do is due.
- Text field - Add as many custom text fields to your To Do as you need.
- Contacts - Assign a specific contact from your CRM to a To Do.
- Conversations - Assign a support conversation to the To Do.
- Checklist - Add a checklist to your To Do to keep track of subtasks.
Changes to your To Dos (except for the text fields where you can see a save prompt) are saved automatically, so once you are done editing, you can simply close them.
