Per-project to-dos

Every project has its own To-Dos tab. It works exactly like your org-wide board, but it's filtered to one project — and anything you create here automatically belongs to that project and is visible to its team.

Open a project's To-Dos tab

1. From the sidebar, open Projects and choose a project.
2. Click the To-Dos tab.

Add a to-do to the project

1. Click Add to-do.
2. Fill in the To-Do name, optional Due date, and any other detail. Assignees starts with you if you have been added to this project; otherwise it starts empty. Choose from the internal teammates added in Project Access.
3. Optionally choose or drag images into Photos.
4. Click Create To-Do.

If a teammate is missing from Assignees, add them in the project dashboard's Project Access card first. This includes teammates who can browse all projects.

The to-do is pinned to this project, so it shows up here and on the org-wide To-Dos board, where the project name is labeled on each card.

Work the board

The board and List view behave the same as on the org-wide board: drag cards between columns to change status, tick a row in the list to complete it, and edit a column from the actions menu in its header. The status columns are shared org-wide, so they're the same ones you see on the To-Dos board. See Create and assign to-dos for the full walkthrough.

Link a to-do to a schedule Task (optional)

A to-do can point at a single Task on the project's Schedule — handy for tracking the loose ends around a scheduled piece of work.

1. Open the to-do.
2. Under Task, pick the Task you want to associate it with. The list holds this project's Schedule Tasks.
3. Click Save. Closing the window without saving discards the link change.
4. Linked Tasks show on the card here, in the bottom row next to the assignee — on the org-wide board that spot carries the project name instead.