--- title: To-dos Overview description: Learn the Importance of To-dos, How to Create, Edit, and Delete To-dos, and Review Role-Specific examples. --- [Skip to content](https://help.ressiosoftware.com/to-dos-overview#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en) 3. [To-dos](https://help.ressiosoftware.com/feature-guides?hsLang=en#to-dos) # To-dos Overview ## Learn the importance of To-Dos, how to create and manage them, and how to use checklists to keep work moving smoothly. ### Manage the unknown with confidence > **The KNOWNS:** Your project's schedule comprises everything you KNOW needs to be done to finish the job. It is, by nature, a list of tasks you can plan for. > **The UNKNOWNS:** To-dos are for the task that arise unexpectedly. They are for both URGENT and NON-URGENT tasks that might otherwise hold up the planned tasks in the schedule. ### **The Importance of To-dos** ✅ Assign and track action items from anywhere 📱 Instantly alert team members and vendors of urgent tasks 🔬 Provide visibility into overlooked issues 📋 Add detailed **checklists** to keep progress clear and measurable --- #### Table of Contents 1. [Navigation](https://help.ressiosoftware.com/to-dos-overview#Navigation) 2. [Creating/Deleting Lists](https://help.ressiosoftware.com/to-dos-overview#creating-lists) 3. [The Anatomy of a To-do](https://help.ressiosoftware.com/to-dos-overview#anatomy-of-a-to-do) 4. [Using Checklists in To-dos](https://help.ressiosoftware.com/to-dos-overview#using-checklists) 5. [Creating and Editing a To-do](https://help.ressiosoftware.com/to-dos-overview#creating-a-to-do) 6. [Using Messages and Files](https://help.ressiosoftware.com/to-dos-overview#messages-and-files) 7. [Notifications](https://help.ressiosoftware.com/to-dos-overview#notifications) 8. [Case 1: Supervisor/Lead](https://help.ressiosoftware.com/to-dos-overview#Case-1) 9. [Case 2: Field/Vendor](https://help.ressiosoftware.com/to-dos-overview#case-2) 10. [Case 3: PM/Owner](https://help.ressiosoftware.com/to-dos-overview#case-3) 11. Printing To-Dos --- ### Building an organized To-do page #### Location: Find the To-do page in the left menu bar in your project. The default **View** will be '**Assigned to me**'.  #### To-do page layout: ![Screenshot 2025-12-19 at 3.11.55 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-19%20at%203.11.55%20PM.png?width=670&height=413&name=Screenshot%202025-12-19%20at%203.11.55%20PM.png) On the left-hand side '**Views**' will be on top and underneath is '**Lists'**. The right hand side is where you can see a list of tasks.    **View:** All to-dos**│** Assigned to me **Lists:** Edit | Create checklists | Message | View Completion | Assign | Organize | Attach File **Tasks:** + Add a To-do │ Edit and Open To-do tasks│ Search To-dos **Details:** View and Edit To-do details │ Send and View Messages │ Files/Photos/Links --- \[[back to top](https://help.ressiosoftware.com/to-dos-overview#back-to-top)\] ### Lists Use lists to organize your To-dos into distinct categories. Optional lists include: *Punch List, Action Items, 9-month Touch ups, Receipts.* #### Creating lists Select **+ New To-do list** to create a list Name your list and **Save** ![Screenshot 2025-12-19 at 3.55.26 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-19%20at%203.55.26%20PM.png?width=252&height=358&name=Screenshot%202025-12-19%20at%203.55.26%20PM.png) #### Copying Lists To-do lists can be imported from other projects. Within the + New To-do list window, select the Project and list from the drop downs provided.  Tasks can include: - Priority - Due dates - Assignees ![copy list](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/copy%20list.jpg?width=550&height=595&name=copy%20list.jpg) #### Editing/Deleting lists Select the list, then choose **Edit.** **Save** changes or click **Delete**. ![To-doList2-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/To-doList2-ezgif.com-optimize.gif?width=670&height=407&name=To-doList2-ezgif.com-optimize.gif) --- \[[back to top](https://help.ressiosoftware.com/to-dos-overview#back-to-top)\] ### Anatomy of a To-do To-do information can be found at the top of the page of the 'To-dos' tab.  #### Task View ![Screenshot 2025-12-22 at 11.18.59 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-22%20at%2011.18.59%20AM.png?width=670&height=99&name=Screenshot%202025-12-22%20at%2011.18.59%20AM.png)   📅 Upcoming dates are **YELLOW**. Today's date and overdue dates are **RED**. ✏️ The following fields are editable in the Center View: *Status │ Priority │ Assignee* | *Checklist* | *Due Date* #### Detail View ![Screenshot 2025-12-22 at 11.26.43 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-22%20at%2011.26.43%20AM.png?width=517&height=839&name=Screenshot%202025-12-22%20at%2011.26.43%20AM.png) **Tabs:** Overview │ Messages │ Files  **Basic Information:** Task name │Checklist │ Description **Task Management:** Due Date │ Assignee │ Status │ Priority | Created Date | Last Updated Date  **Actions:** Delete │Go back to 'List name' 💾 Change are saved automatically --- ### Using Checklists in To-Dos Checklists help you break a task into smaller, trackable parts. It is perfect for punch lists, QA steps, or multi-stage work. To watch a video, click [HERE](https://youtu.be/F_eECEsbi8c).  To add a checklist: 1. Open the To-Do’s **Detail View** 2. Click the **Checklist icon** 3. Add items line by line As you check items off, Ressio automatically updates the **completion percentage**. ![Screenshot 2025-12-22 at 11.20.56 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-22%20at%2011.20.56%20AM.png?width=670&height=307&name=Screenshot%202025-12-22%20at%2011.20.56%20AM.png) ⚠️ You can assign users to the To-Do itself, but not individual checklist items. 📊 *Checklists are also visible in the Task Manager — look for the green checklist icon showing progress (e.g., 2/5).* --- \[[back to top](https://help.ressiosoftware.com/to-dos-overview#back-to-top)\] ### Creating a To-do To-dos can be created via: 1. Center Task view column 2. Right side task detail drawer 3. Mobile device #### Task View **Pros**: Fast, Auto-save **Cons**: Unable to set date without extra clicks Enter task name, hit **Enter**, choose Assignee and Priority. ![To-docreate1-ezgif.com-video-to-gif-converter](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/To-docreate1-ezgif.com-video-to-gif-converter.gif?width=670&height=424&name=To-docreate1-ezgif.com-video-to-gif-converter.gif) #### Detail view **Pros:** Clean layout. Ability to enter Due Date and Description. **Cons:** Manual **SAVE** required before exiting. Select the **+ icon** and select New To-do. Enter the task name, fill out optional fields and **SAVE**. #### ![To-docreate2-ezgif.com-speed](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/To-docreate2-ezgif.com-speed.gif?width=670&height=490&name=To-docreate2-ezgif.com-speed.gif) 💾 Changes save automatically.💾  #### Mobile **Pros:** Accessible anywhere. **Cons:** Small screen/keyboard Tap To-dos in the top menu. Choose a list. Add a new To-do. Tap the To-do to open and edit. ![GMT20240605-165855\_Recording\_640x720-ezgif.com-optimize (1)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/GMT20240605-165855_Recording_640x720-ezgif.com-optimize%20(1).gif?width=670&height=754&name=GMT20240605-165855_Recording_640x720-ezgif.com-optimize%20(1).gif) 💡**Tip:** [Download the Ressio app](https://help.ressiosoftware.com/saving-app?hsLang=en) for easy access.**📱** --- \[[back to top](https://help.ressiosoftware.com/to-dos-overview#back-to-top)\] ### Messages and Files To-dos can include Messages and Files/Photos/Links - Messages enable your team and/or the assigned Vendor to communicate about the task. - Files, photos, and links can be included to provide further information or context. #### Sending a Message ✉️ In the right Details column, select **Messages**. Choose Internal or Vendors only. ![To-dosendingmessage-ezgif.com-cut](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/To-dosendingmessage-ezgif.com-cut.gif?width=670&height=461&name=To-dosendingmessage-ezgif.com-cut.gif) INTERNAL: Sent to your team. VENDORS ONLY: Sent to the assigned Vendor and your team. #### Adding Files 📁 In the Details column, select **Files**. Drag a file into the upload field at the bottom, or click to browse your computer. Use the Link tab to add a URL. ![To-doaddingfile-ezgif.com-video-to-gif-converter](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/To-doaddingfile-ezgif.com-video-to-gif-converter.gif?width=670&height=354&name=To-doaddingfile-ezgif.com-video-to-gif-converter.gif) **NOTE:** Files/Links can be made PUBLIC or PRIVATE. Public: Viewable by Vendors and team. Private: Only viewable by your team Should you assign a To-do to a vendor not already using the system but has been added to your Vendors List, they will receive an email that they have been assigned a To-do. We encourage you to assign a To-do to the vendor for visibility if they are going to be interacting with that task. You can have multiple people on the To-do and it will make it more visible to them if they do log into Ressio! --- \[[back to top](https://help.ressiosoftware.com/to-dos-overview#back-to-top)\] ### Notifications/Updates Letting the right people know. #### **Email notifications** To-do notifications are emailed immediately to the assignee. ![To-do email notification-1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/To-do%20email%20notification-1.png?width=670&height=429&name=To-do%20email%20notification-1.png) **NOTE:** To-dos can only be assigned to ONE user - either a Team member or Vendor - to prevent finger-pointing and duplicate efforts. #### Activity Page To-do updates and messages are logged to the Activity page. ![To-Do activity page](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/To-Do%20activity%20page.png?width=670&height=410&name=To-Do%20activity%20page.png) --- \[[back to top](https://help.ressiosoftware.com/to-dos-overview#back-to-top)\] ### To-do Scenarios To-dos are versatile and use cases can vary by company role.  #### Case 1: Supervisor/Lead 👷‍♂️ In this scenario we will use the mobile app to: - Choose a list to organize To-dos - Create a To-do - Add a photo from the phone's Photo Library --- \[[back to top](https://help.ressiosoftware.com/to-dos-overview#back-to-top)\] #### Case 2: Field / Vendor 🛠️ In this scenario, we will use the mobile app to: - Use View: **Assigned to me** - Find a task - Set status to **In progress** - Review Description, Messages, Files - Upload a photo of finished work - Mark as **Complete** --- \[[back to top](https://help.ressiosoftware.com/to-dos-overview#back-to-top)\] #### Case 3: Project Manager/Owner/Admin 📈 In this scenario we will: - Use a computer to manage To-dos in the activity page - Review a completed task - Change a list where a To-do resides - Create a task for myself in **Assigned to me** view   --- #### Printing To-Dos In the top right hand corner of your to-dos page, you will see a print option. When you click printer icon, you will have the option of including your header and logo.  ![Screenshot 2026-04-02 at 8.10.13 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-04-02%20at%208.10.13%20AM.png?width=670&height=276&name=Screenshot%202026-04-02%20at%208.10.13%20AM.png) Click "Include header" again and a check mark will appear, letting you know that it will be included. Hit 'Print' and the printing window will appear allowing you to preview before printing.  ![Screenshot 2026-04-02 at 8.19.16 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-04-02%20at%208.19.16%20AM.png?width=413&height=226&name=Screenshot%202026-04-02%20at%208.19.16%20AM.png) ![Screenshot 2026-04-01 at 4.31.41 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-04-01%20at%204.31.41%20PM.png?width=670&height=153&name=Screenshot%202026-04-01%20at%204.31.41%20PM.png) --- If you still have unanswered questions or need further assistance, please don't hesitate to reach out to our dedicated support team at [support@ressiosoftware.com](mailto:support@ressiosoftware.com). 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