ForemanFOREMAN

Per-project to-dos

Use a project's To-Dos tab to keep its to-dos in one place — new to-dos created here attach to that project and are visible to its team.

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.

Don’t see this?

If you don't see the To-Dos tab on a project, your role may not include to-dos. Ask your organization owner to grant access.

Add a to-do to the project

  1. Click Add to-do.
  2. Fill in the To-Do name, Due date, Assignee, and any other detail.
  3. Click Create To-Do.

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 Schedule task, pick the Task you want to associate it with. The list holds this project's Schedule Tasks.
  3. 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.

Note

Linking is an association only — it doesn't sync dates between the to-do and the Task. To move a to-do to a different project, open it from the org-wide To-Dos board, where the to-do window has a Project picker.

Attach files to a project to-do

When a to-do belongs to a project, you can attach files to it from inside the to-do window. (Personal to-dos with no project don't have a place to store files.)

Make a project to-do personal

Open the to-do and, next to Schedule task, click Make personal to detach it from the project. It then becomes a personal to-do visible only to you and its assignees, and it leaves the project's To-Dos tab.