To-dos Overview

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🔦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

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

Building an organized To-do page

Location:

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

To-do page layout:

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

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

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

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

Editing/Deleting lists

Select the list, then choose Edit.

Save changes or click Delete.

Anatomy of a To-do

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

Task View

📅 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

Tabs: Overview │ Messages │ Files

Basic Information: Task name │ List name │ Description

Task Management: Due Date │ Assignee │ Status │ Priority

Actions: Delete │ Save changes

Creating a To-do

To-dos can be created via:

Center Task view column
Right side task detail drawer
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.

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.

💾 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.

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

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.

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.

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!

Notifications/Updates

Letting the right people know.

Email notifications

To-do notifications are emailed immediately to the assignee.

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 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

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

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