Accessing your Personal To-Do List
Click on the To-Do List button in the left-hand navigation.
Creating New Tasks
- To create a new task you have several options:
| Method | How-to |
|---|---|
| Using the ’New Task’ Button | Navigate to your to-do list page in the left hand navigation menu and click the New Task button |
| Using the Blue Quick Add Button | Click the blue plus icon located at the top of your navigation manu to add a new task from anywhere in Tradify |
| Keyboard Shortcuts |
Using the keyboard shortcuts to add a new task from anywhere in Tradify •Windows: CTRL+ALT+T •Mac: COMMAND+OPTION+T |
- When creating a new task add the following details:
| Field | Description |
|---|---|
| Description | A description of your task. |
| Due Date (Optional) | Assign a due date to help order or prioritise your tasks. |
| Colour Tag (Optional) | Tag tasks with colours to categorise or prioritise the effectively. |
- Click Save or use the respective keyboard shortcuts
- Windows: CTRL+ALT+S
- Mac: COMMAND+OPTION+S
Completing your Tasks
- Navigate to the To-Do list and find your task.
- Click on the circular radio button to complete your task. Your task will be moved to the Done tab.
Note: You can click on the same button to reset your task and move it back into the To Do tab.
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