Adding To-Do's Via the Calendar

The To-Do's tool located inside of every Event is where you can manage all your To-Do's for that Event, and those To-Do's can be displayed on the Calendar (provided you have checked "To-Do's" under "Filter by Type" in the left column of your Calendar).

In addition, you can add and manage To-Do's inside the Calendars tool (and those To-Do's will also be added to the To-Do's tool inside the corresponding Event).

To Add a To-Do from the Calendars Tool:

  1. Click on "Calendars" in the main navigation bar.
  2. Click on the "Add To-Do" button - OR - Click on the day where you want to add the To-Do and select the "To-Do" option.
  3. Enter the item name and select the Event it is related to.
  4. Next, add the due date; add the item to a To-Do list inside the event (optional); assign Contacts(s) to the To-Do; set a date/time for a reminder and select if you want an email and/or text message reminder; and add any notes. NOTE: Text reminders are only available in North America.
  5. Click "Save" when you are finished.

NOTE: For To-Do's, all Contacts who are assigned to a To-Do will automatically receive a notification at 8 a.m. on the day that the To-Do is due.

To Edit a To-Do from the Calendars Tool:

  1. Click on the To-Do in the Calendars tool.
  2. Make your edits and click on the "Save" button.

To Mark a To-Do as "Completed" from the Calendars Tool:

  1. Click on the To-Do in the Calendars tool.
  2. Click on the "Mark as Completed" link at the top of the form.

To Delete a To-Do from the Calendars Tool:

  1. Click on the To-Do in the Calendars tool.
  2. Click on the "Delete To-Do" link at the top of the form.

 

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