To Do List

If you are a Project Manager, Project Owner, or a Team Member of a team related to a project, you will see all the tasks linked to that project in the To Do List page.


From this page, you can perform several actions:

1. Add Task

  • Create new tasks and assign them to users, or deassign them when required. Refer to this article for detailed steps.

2. Add Checklist

  • Enter checklist items in the Add New Checklist Item field to break down tasks into smaller action points.

3. Edit or Delete Tasks

  • Click the Pencil icon next to the task name to edit the task.

  • Click the Delete icon to remove a task from the list.

4. Manage Teams

  • Use the Teams option to select a team.

  • Once selected, you can view the members of that team and assign tasks accordingly.