To-dos
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      3. To-dos

      To-dos Overview

      Learn the importance of To-dos, how to create To-dos, and review role-specific examples.

      🔦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 action items from anywhere

       📱 Instantly alert team members and vendors of urgent tasks

       🔬 Provide visibility and oversight to potentially overlooked issues

      Table of Contents

      1. Navigation
      2. Creating/Deleting Lists
      3. The Anatomy of a To-do
      4. Creating and Editing a To-do
      5. Using Messages and Files
      6. Notifications
      7. Case 1: Supervisor/Lead
      8. Case 2: Field/Vendor
      9. Case 3: PM/Owner

      Building an organized To-do page

      Location:

      Find the To-do page in the left menu bar.

      To do navigation-2

      To-do page layout:

      The To-do page has three columns: Lists, Tasks, and Details

      To-do nav1-2

      Lists: Create a list │ Manage To-do Lists and Views 

      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

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      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

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      Editing/Deleting lists

      Select the list, then choose Edit.

      Save changes or click Delete.

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      Anatomy of a To-do

      To-do information can be found in the center Task section or in the right Detail section.

      Task View

      To-do panel 2

      📅 Upcoming dates are YELLOW. Today's date and overdue dates are RED.

      ✏️ The following fields are editable in the Center View: Status │ Priority │ Assignee

      Detail View

      To-do panel 1-1

      Tabs: Overview │ Messages │ Files 

      Basic Information: Task name │ List name │ Description

      Task Management: Due Date │ Assignee │ Status │ Priority

      Actions: Delete │ Save changes

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      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.

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      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.

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      💾 Before switching tabs, remember to SAVE your changes.💾 

      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.

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      💡Tip: Download the Ressio app for easy access.📱

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      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.

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      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.

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      NOTE: Files/Links can be made PUBLIC or PRIVATE.

      Public: Viewable by Vendors and team. Private: Only viewable by your team

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      Notifications/Updates

      Letting the right people know.

      Email notifications

      To-do notifications are emailed immediately to the assignee.

      To-do email notification-1

      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

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      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

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      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

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      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