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
- Column - Move the To Do between columns
- Members - Assign tasks to team members
- 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:
- Labels - Add labels to To Dos to identify which project they are related to
- Conversations - Assign a support conversation to the To Do
- Text field - Add as many custom text fields to your To Do as you need
- Deadline - Let the team know when a To Do is due
- Contacts - Assign a specific contact from your CRM to a 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.
